Core Wealth Management, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Core Wealth Management, Inc.
- $256 Billion
- Q4 2024
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Core Wealth Management, Inc. holds 46,116 shares of DFEM stock, worth $1.23 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
46,116
Previous 46,107
0.02%
Holding current value
$1.23 Million
Previous $1.23 Billion
2.0%
% of portfolio
0.47%
Previous 0.5%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
418Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$434 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio