Core Wealth Management, Inc. Dimensional ETF Tr Emerging Mk Transaction History

Core Wealth Management, Inc.

$231 Billion
Q1 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 45,902 shares of DFEM stock, worth $1.25 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

45,902

Previous 45,354 1.21%

Holding current value

$1.25 Million

Previous $1.13 Billion 3.36%

% of portfolio

0.51%

Previous 0.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$23.62 - $25.64 $12,943 - $14,050	548 Added 1.21%	45,902 $1.17 Billion
Q4 2023 Feb 02, 2024	BUY	$22.36 - $24.96 $30,208 - $33,720	1,351 Added 3.07%	45,354 $1.13 Billion
Q3 2023 Oct 18, 2023	BUY	$23.16 - $25.43 $114,456 - $125,675	4,942 Added 12.65%	44,003 $1.03 Billion
Q2 2023 Jul 17, 2023	BUY	$23.0 - $24.82 $18,837 - $20,327	819 Added 2.14%	39,061 $939 Million
Q1 2023 Apr 17, 2023	SELL	$22.42 - $24.83 $336 - $372	-15 Reduced 0.04%	38,242 $902 Million

Q4 2022 Feb 13, 2023	BUY	$21.2 - $23.44 $811,048 - $896,744	38,257 New	38,257 $859,000

Others Institutions Holding DFEM

# of Institutions

307

Shares Held

116M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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Core Wealth Management, Inc. Dimensional ETF Tr Emerging Mk Transaction History