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 $1.18 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
46,116
Previous 46,107
0.02%
Holding current value
$1.18 Million
Previous $1.23 Billion
2.0%
% of portfolio
0.47%
Previous 0.5%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
421Shares Held
1.17BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$417 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$151 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$131 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$121 Million3.4% of portfolio