Core Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History

Core Wealth Management, Inc.

$311 Billion
Q3 2025

A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Core Wealth Management, Inc. holds 11,510 shares of DFSD stock, worth $554,782. This represents 0.18% of its overall portfolio holdings.

Number of Shares

11,510

Previous 13,299 13.45%

Holding current value

$554,782

Previous $638 Million 13.13%

% of portfolio

0.18%

Previous 0.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$47.86 - $48.43 $85,621 - $86,641	-1,789 Reduced 13.45%	11,510 $555 Million
Q2 2025 Jul 31, 2025	SELL	$47.09 - $48.01 $190,149 - $193,864	-4,038 Reduced 23.29%	13,299 $638 Million
Q1 2025 Apr 29, 2025	BUY	$46.74 - $47.55 $184,950 - $188,155	3,957 Added 29.57%	17,337 $824 Million
Q4 2024 Jan 23, 2025	SELL	$46.75 - $47.8 $2,992 - $3,059	-64 Reduced 0.48%	13,380 $627 Million
Q2 2024 Jul 25, 2024	BUY	$46.64 - $47.15 $627,028 - $633,884	13,444 New	13,444 $632 Million

Others Institutions Holding DFSD

# of Institutions

388

Shares Held

84.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Core Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History