Core Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Core Wealth Management, Inc.
- $261 Billion
- Q1 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 $211,554. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,025
Previous 4,025
-0.0%
Holding current value
$211,554
Previous $224 Million
7.49%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio