Core Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Core Wealth Management, Inc.
- $261 Billion
- Q1 2025
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 2,948,489 shares of DFAC stock, worth $102 Million. This represents 37.33% of its overall portfolio holdings.
Number of Shares
2,948,489
Previous 2,952,458
0.13%
Holding current value
$102 Million
Previous $102 Billion
4.75%
% of portfolio
37.33%
Previous 39.91%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio