Core Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History

Core Wealth Management, Inc.

$311 Billion
Q3 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 468,720 shares of DFAR stock, worth $11 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares

468,720

Previous 457,903 2.36%

Holding current value

$11 Million

Previous $10.7 Billion 4.06%

% of portfolio

3.6%

Previous 3.79%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$22.9 - $24.1 $247,709 - $260,689	10,817 Added 2.36%	468,720 $11.2 Billion
Q2 2025 Jul 31, 2025	BUY	$20.99 - $23.93 $208,325 - $237,505	9,925 Added 2.22%	457,903 $10.7 Billion
Q1 2025 Apr 29, 2025	SELL	$22.35 - $24.52 $143,911 - $157,884	-6,439 Reduced 1.42%	447,978 $10.6 Billion
Q4 2024 Jan 23, 2025	BUY	$22.72 - $25.76 $70,909 - $80,396	3,121 Added 0.69%	454,417 $10.6 Billion
Q2 2024 Jul 25, 2024	BUY	$20.41 - $22.23 $1 Million - $1.09 Million	49,068 Added 12.2%	451,296 $9.97 Billion
Q1 2024 Apr 22, 2024	BUY	$21.28 - $22.96 $728,329 - $785,828	34,226 Added 9.3%	402,228 $9 Billion
Q4 2023 Feb 02, 2024	BUY	$18.45 - $23.08 $180,920 - $226,322	9,806 Added 2.74%	368,002 $8.37 Billion
Q3 2023 Oct 18, 2023	BUY	$19.26 - $22.35 $488,568 - $566,952	25,367 Added 7.62%	358,196 $6.99 Billion
Q2 2023 Jul 17, 2023	BUY	$20.22 - $21.63 $780,775 - $835,220	38,614 Added 13.12%	332,829 $7.16 Billion
Q1 2023 Apr 17, 2023	BUY	$19.83 - $23.92 $216,424 - $261,062	10,914 Added 3.85%	294,215 $6.32 Billion
Q4 2022 Feb 13, 2023	BUY	$19.45 - $22.52 $5.51 Million - $6.38 Million	283,301 New	283,301 $5.99 Million

Others Institutions Holding DFAR

# of Institutions

279

Shares Held

45.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Core Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History