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 13,444 shares of DFSD stock, worth $633,346. This represents 0.26% of its overall portfolio holdings.

Number of Shares
13,444
Previous 13,444 -0.0%
Holding current value
$633,346
Previous $632 Million -0.0%
% of portfolio
0.26%
Previous 0.26%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Core Wealth Management, Inc. Portfolio

Follow Core Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Management, Inc. with notifications on news.