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 $105 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
$105 Million
Previous $97.8 Billion
4.46%
% of portfolio
39.91%
Previous 39.67%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio