Core Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Core Wealth Management, Inc.
- $261 Billion
- Q1 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 447,978 shares of DFAR stock, worth $10.6 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
447,978
Previous 454,417
1.42%
Holding current value
$10.6 Million
Previous $10.6 Billion
0.7%
% of portfolio
4.09%
Previous 4.13%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.8 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.8 Million3.75% of portfolio