Core Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Core Wealth Management, Inc.

  • $261 Billion
  • Q1 2025
Number of Shares
22,698
Previous 11,559 96.37%
Holding current value
$1.15 Billion
Previous $585 Million 96.91%
% of portfolio
0.44%
Previous 0.23%

Shares

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