Continuum Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Continuum Wealth Advisors, LLC
- $192 Million
- Q3 2025
A detailed history of Continuum Wealth Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 491,907 shares of DFCF stock, worth $21 Million. This represents 10.97% of its overall portfolio holdings.
Number of Shares
491,907
Previous 359,403
36.87%
Holding current value
$21 Million
Previous $15.2 Million
38.48%
% of portfolio
10.97%
Previous 9.08%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
441Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio