CONTINUUM WEALTH ADVISORS, LLC DFCF Holdings History
CONTINUUM WEALTH ADVISORS, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, CONTINUUM WEALTH ADVISORS, LLC held 344,236.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $14.48 Mil. This investment constitutes 7.42% of their stock portfolio, and CONTINUUM WEALTH ADVISORS, LLC now holds 0.22% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q2. And since then CONTINUUM WEALTH ADVISORS, LLC has made 4 purchases of DFCF, at an average price of $41.78, for a total of 344,236.00 shares. Based on historical transaction data and DFCF's current price of $42.18, CONTINUUM WEALTH ADVISORS, LLC's estimated gain on his DFCF holdings is $136,924.61, reflecting a 0.95% gain to date.
CONTINUUM WEALTH ADVISORS, LLC DFCF ($42.18) Holding Chart
CONTINUUM WEALTH ADVISORS, LLC DFCF ($42.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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