Core Wealth Management, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Core Wealth Management, Inc.
- $261 Billion
- Q1 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 51,728 shares of DFEM stock, worth $1.46 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
51,728
Previous 46,116
12.17%
Holding current value
$1.46 Million
Previous $1.21 Billion
13.33%
% of portfolio
0.53%
Previous 0.47%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
443Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$469 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$183 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$173 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$139 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$126 Million0.17% of portfolio