Core Wealth Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Core Wealth Management, Inc.
- $246 Billion
- Q2 2024
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Core Wealth Management, Inc. holds 1,349,572 shares of DFCF stock, worth $58.5 Million. This represents 22.74% of its overall portfolio holdings.
Number of Shares
1,349,572
Previous 1,226,303
10.05%
Holding current value
$58.5 Million
Previous $51.4 Billion
8.98%
% of portfolio
22.74%
Previous 22.31%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$445 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$332 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$135 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$105 Million24.22% of portfolio