Core Wealth Management, Inc. Dimensional ETF Tr Transaction History
Core Wealth Management, Inc.
- $256 Billion
- Q4 2024
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Core Wealth Management, Inc. holds 11,553 shares of DFAI stock, worth $359,760. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,553Holding current value
$359,760% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio