Core Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Core Wealth Management, Inc.
- $284 Billion
- Q2 2025
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Core Wealth Management, Inc. holds 457,903 shares of DFAR stock, worth $10.6 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
457,903
Previous 447,978
2.22%
Holding current value
$10.6 Million
Previous $10.6 Billion
0.88%
% of portfolio
3.79%
Previous 4.09%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
272Shares Held
43.1MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.1 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.5 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.9 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio