Core Wealth Management, Inc. Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Core Wealth Management, Inc. holds 2,952,458 shares of DFAC stock, worth $103 Million. This represents 39.91% of its overall portfolio holdings.
Number of Shares
2,952,458
Previous 3,032,546
2.64%
Holding current value
$103 Million
Previous $97.8 Billion
4.46%
% of portfolio
39.91%
Previous 39.67%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$636 Million0.26% of portfolio