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

Core Wealth Management, Inc.

$261 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

261

Shares Held

43.2M

Call Options Held

27.2K

Put Options Held

10K

Vista Wealth Management Group, LLC

3.13M
Shares

$73 Million
5.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.55M
Shares

$59.3 Million
0.08% of portfolio
Prudential Financial Inc Newark, NJ

2.34M
Shares

$54.6 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.01M
Shares

$46.9 Million
11.74% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.73M
Shares

$40.4 Million
3.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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