Core Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Core Wealth Management, Inc.
- $284 Billion
- Q2 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 2,992,083 shares of DFAC stock, worth $116 Million. This represents 37.81% of its overall portfolio holdings.
Number of Shares
2,992,083
Previous 2,948,489
1.48%
Holding current value
$116 Million
Previous $97.3 Billion
10.25%
% of portfolio
37.81%
Previous 37.33%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio