Core Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Core Wealth Management, Inc.
- $246 Billion
- Q2 2024
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 $641,278. This represents 0.26% of its overall portfolio holdings.
Number of Shares
13,444Holding current value
$641,278% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.4 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.1 Million16.69% of portfolio