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 2,418,949 shares of DFAX stock, worth $77.4 Million. This represents 24.44% of its overall portfolio holdings.

Number of Shares
2,418,949
Previous 2,399,324 0.82%
Holding current value
$77.4 Million
Previous $70.5 Billion 7.72%
% of portfolio
24.44%
Previous 24.85%

Shares

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

Oct 23, 2025
BUY
$29.25 - $31.56 $574,031 - $619,365
19,625 Added 0.82%
2,418,949 $75.9 Billion
Q2 2025

Jul 31, 2025
BUY
$23.37 - $29.39 $1.61 Million - $2.03 Million
69,044 Added 2.96%
2,399,324 $70.5 Billion
Q1 2025

Apr 29, 2025
BUY
$24.45 - $27.2 $971,667 - $1.08 Million
39,741 Added 1.74%
2,330,280 $61.1 Billion
Q4 2024

Jan 23, 2025
BUY
$24.76 - $27.04 $684,886 - $747,953
27,661 Added 1.22%
2,290,539 $56.9 Billion
Q2 2024

Jul 25, 2024
BUY
$24.57 - $26.36 $2.4 Million - $2.58 Million
97,718 Added 4.51%
2,262,878 $57.5 Billion
Q1 2024

Apr 22, 2024
BUY
$23.42 - $25.45 $2.62 Million - $2.84 Million
111,709 Added 5.44%
2,165,160 $55.1 Billion
Q4 2023

Feb 02, 2024
SELL
$21.44 - $24.42 $293,020 - $333,748
-13,667 Reduced 0.66%
2,053,451 $50.1 Billion
Q3 2023

Oct 18, 2023
BUY
$22.41 - $24.35 $1.07 Million - $1.16 Million
47,732 Added 2.36%
2,067,118 $46.6 Billion
Q2 2023

Jul 17, 2023
BUY
$22.56 - $24.03 $856,061 - $911,842
37,946 Added 1.92%
2,019,386 $47.1 Billion
Q1 2023

Apr 17, 2023
SELL
$21.74 - $23.72 $12,717 - $13,876
-585 Reduced 0.03%
1,981,440 $45.7 Billion
Q4 2022

Feb 13, 2023
BUY
$18.81 - $22.36 $37.3 Million - $44.3 Million
1,982,025 New
1,982,025 $42.8 Million

Others Institutions Holding DFAX

# of Institutions
667
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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