Core Wealth Management, Inc. Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Core Wealth Management, Inc. holds 3,032,546 shares of DFAC stock, worth $103 Million. This represents 39.67% of its overall portfolio holdings.
Number of Shares
3,032,546
Previous 2,964,313
2.3%
Holding current value
$103 Million
Previous $94.7 Billion
3.23%
% of portfolio
39.67%
Previous 41.08%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio