Core Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History

Core Wealth Management, Inc.

$256 Billion
Q4 2024

A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Core Wealth Management, Inc. holds 454,417 shares of DFAR stock, worth $10.6 Million. This represents 4.13% of its overall portfolio holdings.

Number of Shares

454,417

Previous 451,296 0.69%

Holding current value

$10.6 Million

Previous $9.97 Billion 6.02%

% of portfolio

4.13%

Previous 4.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$22.72 - $25.76 $70,909 - $80,396	3,121 Added 0.69%	454,417 $10.6 Billion
Q2 2024 Jul 25, 2024	BUY	$20.41 - $22.23 $1 Million - $1.09 Million	49,068 Added 12.2%	451,296 $9.97 Billion
Q1 2024 Apr 22, 2024	BUY	$21.28 - $22.96 $728,329 - $785,828	34,226 Added 9.3%	402,228 $9 Billion
Q4 2023 Feb 02, 2024	BUY	$18.45 - $23.08 $180,920 - $226,322	9,806 Added 2.74%	368,002 $8.37 Billion
Q3 2023 Oct 18, 2023	BUY	$19.26 - $22.35 $488,568 - $566,952	25,367 Added 7.62%	358,196 $6.99 Billion
Q2 2023 Jul 17, 2023	BUY	$20.22 - $21.63 $780,775 - $835,220	38,614 Added 13.12%	332,829 $7.16 Billion
Q1 2023 Apr 17, 2023	BUY	$19.83 - $23.92 $216,424 - $261,062	10,914 Added 3.85%	294,215 $6.32 Billion
Q4 2022 Feb 13, 2023	BUY	$19.45 - $22.52 $5.51 Million - $6.38 Million	283,301 New	283,301 $5.99 Million

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Core Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History