Core Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Core Wealth Management, Inc.

  • $284 Billion
  • Q2 2025
Number of Shares
23,283
Previous 22,698 2.58%
Holding current value
$1.18 Billion
Previous $1.15 Billion 2.62%
% of portfolio
0.42%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
585 Added 2.58%
23,283 $1.18 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
11,139 Added 96.37%
22,698 $1.15 Billion
Q4 2024

Jan 23, 2025
SELL
N/A
-40,813 Reduced 77.93%
11,559 $585 Million
Q2 2024

Jul 25, 2024
BUY
N/A
38,356 Added 273.66%
52,372 $2.65 Billion
Q1 2024

Apr 22, 2024
BUY
N/A
14,016 New
14,016 $709 Million
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