Core Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Core Wealth Management, Inc.
- $246 Billion
- Q3 2024
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Core Wealth Management, Inc. holds 13,444 shares of DFSD stock, worth $633,346. This represents 0.26% of its overall portfolio holdings.
Number of Shares
13,444
Previous 13,444
-0.0%
Holding current value
$633,346
Previous $632 Million
-0.0%
% of portfolio
0.26%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio