Core Wealth Management, Inc. Dimensional ETF Tr Transaction History
Core Wealth Management, Inc.
- $311 Billion
- Q3 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 $277,905. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,048
Previous 6,048
-0.0%
Holding current value
$277,905
Previous $256 Million
8.03%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
547Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio