Core Wealth Management, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Core Wealth Management, Inc.
- $256 Billion
- Q4 2024
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Core Wealth Management, Inc. holds 46,116 shares of DFEM stock, worth $1.23 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
46,116
Previous 46,107
0.02%
Holding current value
$1.23 Million
Previous $1.23 Billion
2.0%
% of portfolio
0.47%
Previous 0.5%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
403Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.2 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$416 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$158 Million0.24% of portfolio
-
Truepoint, Inc.4.75MShares$127 Million3.4% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.16MShares$111 Million0.15% of portfolio