Core Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Core Wealth Management, Inc.
- $256 Billion
- Q4 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 $230,994. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,025
Previous 4,025
-0.0%
Holding current value
$230,994
Previous $209 Million
7.31%
% of portfolio
0.09%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio