Continuum Wealth Advisors »

Dimensional Etf Trust shares owned by Continuum Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Continuum Wealth Advisors from 13F filings

Historical chart of Continuum Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Continuum Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Continuum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.2M 287k 28.64
2023-09-30 $7.4M 285k 26.11
2023-06-30 $5.9M 217k 27.32

More positions owned by Continuum Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Faln Angls Usd (FALN)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Continuum Wealth Advisors

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
Cable Hill Partners
Bank of America Corporation
CI Private Wealth
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Marquette Asset Management
LVZ Advisors
Wilbanks Smith & Thomas Asset Management
RVW Wealth
Commonwealth Equity Services
Mariner Wealth Advisors
Evoke Wealth
Private Ocean
Root Financial Partners

View all funds holding Dimensional Etf Trust