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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$41.34 - $43.55 $4.07 Million - $4.29 Million
98,396 Added 52.91%
284,348 $12.3 Million
Q2 2024

Jul 23, 2024
BUY
$40.79 - $41.97 $7.58 Million - $7.8 Million
185,952 New
185,952 $7.72 Million

Others Institutions Holding DFCF

# of Institutions
317
Shares Held
89.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
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