Core Wealth Management, Inc. Dimensional ETF Tr Transaction History

Core Wealth Management, Inc.

  • $261 Billion
  • Q1 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 10,730 shares of DFAI stock, worth $347,222. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,730
Previous 11,553 7.12%
Holding current value
$347,222
Previous $337 Million 0.67%
% of portfolio
0.13%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
630
Shares Held
235M
Call Options Held
3.7K
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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