Core Wealth Management, Inc. Dimensional ETF Tr Transaction History
Core Wealth Management, Inc.
- $284 Billion
- Q2 2025
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Core Wealth Management, Inc. holds 6,048 shares of DFAU stock, worth $264,055. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,048Holding current value
$264,055% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
526Shares Held
139MCall Options Held
30.6KPut Options Held
700-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$167 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$164 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$151 Million1.86% of portfolio