Continuum Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Continuum Wealth Advisors’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,682	Closed	-$317K	–	59
2024 Q2	$317K	Sell	10,682 -269,918	-96%	-$8.1M	0.17%	44
2024 Q1	$8.48M	Sell	280,600 -6,487	-2%	-$188K	4.79%	6
2023 Q4	$8.22M	Buy	287,087 +2,564	+0.9%	+$68.5K	5.33%	7
2023 Q3	$7.43M	Buy	284,523 +67,497	+31%	+$1.83M	5.24%	7
2023 Q2	$5.93M	Buy	+217,026	New	+$5.94M	4.2%	8

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Continuum Wealth Advisors's DFAI Position: Q3 2024 in Review

Continuum Wealth Advisors sold out of Dimensional International Core Equity Market ETF (DFAI) in Q3 2024, closing a stake of 10,682 shares — an estimated $317K sold.

Continuum Wealth Advisors first reported a position in DFAI in Q2 2023 and held it in 5 quarters. The position peaked at $8.48M in Q1 2024. 514 funds tracked by Wall St. Rank hold DFAI as of Q3 2024.

Continuum Wealth Advisors reported no remaining Dimensional International Core Equity Market ETF position as of Q3 2024 after selling out during the quarter.
Continuum Wealth Advisors sold 10,682 Dimensional International Core Equity Market ETF shares in Q3 2024, an estimated $317K.
Continuum Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q2 2023 and held it in 5 quarters.
Continuum Wealth Advisors's Dimensional International Core Equity Market ETF position peaked at $8.48M in Q1 2024.
514 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2024.

Based on Continuum Wealth Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.