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%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$33.92 - $36.6 $2.72 Million - $2.93 Million	-80,088 Reduced 2.64%	2,952,458 $102 Billion
Q2 2024 Jul 25, 2024	BUY	$30.09 - $32.37 $2.05 Million - $2.21 Million	68,233 Added 2.3%	3,032,546 $97.8 Billion
Q1 2024 Apr 22, 2024	BUY	$28.62 - $31.95 $2.5 Million - $2.79 Million	87,293 Added 3.03%	2,964,313 $94.7 Billion
Q4 2023 Feb 02, 2024	SELL	$24.91 - $29.38 $1.78 Million - $2.1 Million	-71,336 Reduced 2.42%	2,877,020 $84.1 Billion
Q3 2023 Oct 18, 2023	BUY	$26.05 - $28.22 $1.5 Million - $1.63 Million	57,700 Added 2.0%	2,948,356 $77.2 Billion
Q2 2023 Jul 17, 2023	BUY	$24.86 - $27.15 $799,099 - $872,709	32,144 Added 1.12%	2,890,656 $78.5 Billion
Q1 2023 Apr 17, 2023	SELL	$24.18 - $26.58 $298,429 - $328,050	-12,342 Reduced 0.43%	2,858,512 $72.8 Billion
Q4 2022 Feb 13, 2023	BUY	$22.49 - $25.81 $64.6 Million - $74.1 Million	2,870,854 New	2,870,854 $69.7 Million

Others Institutions Holding DFAC

# of Institutions

1,054

Shares Held

797M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Core Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History