Core Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History

Core Wealth Management, Inc.

  • $311 Billion
  • Q3 2025

A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Core Wealth Management, Inc. holds 4,025 shares of DFAT stock, worth $229,183. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,025
Previous 4,098 1.78%
Holding current value
$229,183
Previous $221 Million 5.95%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$53.36 - $59.69 $3,895 - $4,357
-73 Reduced 1.78%
4,025 $234 Million
Q2 2025

Jul 31, 2025
BUY
$44.8 - $53.97 $3,270 - $3,939
73 Added 1.81%
4,098 $221 Million
Q4 2023

Feb 02, 2024
BUY
$42.71 - $53.09 $171,907 - $213,687
4,025 New
4,025 $211 Million

Others Institutions Holding DFAT

# of Institutions
807
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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