Continuum Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Continuum Wealth Advisors, LLC
- $158 Million
- Q3 2024
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 284,348 shares of DFCF stock, worth $12 Million. This represents 7.78% of its overall portfolio holdings.
Number of Shares
284,348
Previous 185,952
52.91%
Holding current value
$12 Million
Previous $7.72 Million
58.98%
% of portfolio
7.78%
Previous 4.09%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
317Shares Held
89.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$432 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$322 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$97 Million1.23% of portfolio