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

Core Wealth Management, Inc.

  • $261 Billion
  • Q1 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 17,337 shares of DFSD stock, worth $827,321. This represents 0.32% of its overall portfolio holdings.

Number of Shares
17,337
Previous 13,380 29.57%
Holding current value
$827,321
Previous $627 Million 31.34%
% of portfolio
0.32%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
353
Shares Held
68M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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