Core Wealth Management, Inc. Dimensional ETF Tr Transaction History

Core Wealth Management, Inc.

  • $311 Billion
  • Q3 2025

A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Core Wealth Management, Inc. holds 10,599 shares of DFAI stock, worth $393,116. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,599
Previous 10,679 0.75%
Holding current value
$393,116
Previous $369 Million 4.36%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$34.05 - $36.55 $2,724 - $2,924
-80 Reduced 0.75%
10,599 $385 Million
Q2 2025

Jul 31, 2025
SELL
$28.02 - $34.71 $1,429 - $1,770
-51 Reduced 0.48%
10,679 $369 Million
Q1 2025

Apr 29, 2025
SELL
$28.88 - $32.4 $23,768 - $26,665
-823 Reduced 7.12%
10,730 $335 Million
Q4 2024

Jan 23, 2025
BUY
$29.0 - $31.6 $335,037 - $365,074
11,553 New
11,553 $337 Million

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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