Core Wealth Management, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Core Wealth Management, Inc.
- $284 Billion
- Q2 2025
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 44,264 shares of DFEM stock, worth $1.44 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
44,264
Previous 51,728
14.43%
Holding current value
$1.44 Million
Previous $1.37 Billion
4.02%
% of portfolio
0.46%
Previous 0.53%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
471Shares Held
163MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$545 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$214 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$129 Million1.18% of portfolio