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

Core Wealth Management, Inc.

$284 Billion
Q2 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 13,299 shares of DFSD stock, worth $640,080. This represents 0.23% of its overall portfolio holdings.

Number of Shares

13,299

Previous 17,337 23.29%

Holding current value

$640,080

Previous $824 Million 22.5%

% of portfolio

0.23%

Previous 0.32%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

360

Shares Held

74.5M

Call Options Held

Put Options Held

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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