SEC 13F Intelligence

Continuum Wealth Advisors, LLC / DFCF

Continuum Wealth Advisors, LLC’s Dimensional Etf Trust Position

Does Continuum Wealth Advisors, LLC own Dimensional Etf Trust (DFCF)? Not currently — the last reported position was 526.6K shares worth $22M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$22M
Q4 2025
Shares
526.6K
% of Portfolio
+8.66%
Quarters Held
7
position exited

Position History DFCF

Reported value by quarter
Q2 ’24: $8MQ2 ’24Q3 ’24: $12MQ3 ’24Q4 ’24: $12MQ4 ’24Q1 ’25: $14MQ1 ’25Q2 ’25: $15MQ2 ’25Q3 ’25: $21MQ3 ’25Q4 ’25: $22MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025526.6K$22M+8.66%
Q3 2025491.9K$21M+8.97%
Q2 2025359.4K$15M+7.29%
Q1 2025344.2K$14M+7.42%
Q4 2024302.6K$12M+6.32%
Q3 2024284.3K$12M+6.59%
Q2 2024186.0K$8M+4.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Continuum Wealth Advisors, LLC’s full portfolio or all institutional holders of DFCF.