Core Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Core Wealth Management, Inc.
- $246 Billion
- Q2 2024
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Core Wealth Management, Inc. holds 4,025 shares of DFAT stock, worth $220,650. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,025
Previous 4,025
-0.0%
Holding current value
$220,650
Previous $219 Million
4.7%
% of portfolio
0.08%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$781 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$682 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$473 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$412 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$266 Million2.47% of portfolio