Core Wealth Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History

Core Wealth Management, Inc.

$256 Billion
Q4 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 1,208,441 shares of DFCF stock, worth $50.2 Million. This represents 19.49% of its overall portfolio holdings.

Number of Shares

1,208,441

Previous 1,349,572 10.46%

Holding current value

$50.2 Million

Previous $56.1 Billion 11.04%

% of portfolio

19.49%

Previous 22.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$41.17 - $43.34 $5.81 Million - $6.12 Million	-141,131 Reduced 10.46%	1,208,441 $49.9 Billion
Q2 2024 Jul 25, 2024	BUY	$40.79 - $41.97 $5.03 Million - $5.17 Million	123,269 Added 10.05%	1,349,572 $56.1 Billion
Q1 2024 Apr 22, 2024	BUY	$41.54 - $42.6 $11.9 Million - $12.2 Million	287,440 Added 30.62%	1,226,303 $51.4 Billion
Q4 2023 Feb 02, 2024	SELL	$39.52 - $42.54 $8.14 Million - $8.77 Million	-206,060 Reduced 18.0%	938,863 $39.8 Billion
Q3 2023 Oct 18, 2023	BUY	$40.3 - $42.05 $1.64 Million - $1.72 Million	40,798 Added 3.7%	1,144,923 $46.2 Billion
Q2 2023 Jul 17, 2023	BUY	$41.55 - $42.94 $2.62 Million - $2.7 Million	62,975 Added 6.05%	1,104,125 $46.1 Billion
Q1 2023 Apr 17, 2023	BUY	$41.26 - $43.27 $643,408 - $674,752	15,594 Added 1.52%	1,041,150 $44.2 Billion
Q4 2022 Feb 13, 2023	BUY	$39.82 - $42.74 $40.8 Million - $43.8 Million	1,025,556 New	1,025,556 $42.6 Million

Others Institutions Holding DFCF

# of Institutions

342

Shares Held

3.53B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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Core Wealth Management, Inc. Dimensional ETF Tr Core Fxd In Transaction History