Core Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Core Wealth Management, Inc.

$261 Billion
Q1 2025

A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Core Wealth Management, Inc. holds 117,759 shares of DFNM stock, worth $5.56 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

117,759

Previous 89,948 30.92%

Holding current value

$5.56 Million

Previous $4.3 Billion 30.37%

% of portfolio

2.15%

Previous 1.68%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$47.35 - $48.24 $1.32 Million - $1.34 Million	27,811 Added 30.92%	117,759 $5.6 Billion
Q4 2024 Jan 23, 2025	BUY	$47.65 - $48.6 $192,934 - $196,781	4,049 Added 4.71%	89,948 $4.3 Billion
Q2 2024 Jul 25, 2024	SELL	$47.4 - $48.0 $326,775 - $330,912	-6,894 Reduced 7.43%	85,899 $4.1 Billion
Q1 2024 Apr 22, 2024	BUY	$48.08 - $48.49 $800,868 - $807,697	16,657 Added 21.88%	92,793 $4.46 Billion
Q4 2023 Feb 02, 2024	SELL	$46.17 - $48.51 $658,430 - $691,801	-14,261 Reduced 15.78%	76,136 $3.69 Billion
Q3 2023 Oct 18, 2023	BUY	$46.44 - $47.81 $1.04 Million - $1.07 Million	22,427 Added 33.0%	90,397 $4.2 Billion
Q2 2023 Jul 17, 2023	BUY	$47.15 - $48.62 $31,119 - $32,089	660 Added 0.98%	67,970 $3.24 Billion
Q1 2023 Apr 17, 2023	SELL	$47.4 - $48.69 $432,193 - $443,955	-9,118 Reduced 11.93%	67,310 $3.25 Billion
Q4 2022 Feb 13, 2023	BUY	$46.51 - $48.03 $3.55 Million - $3.67 Million	76,428 New	76,428 $3.65 Million

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

26.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Core Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History