Core Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Core Wealth Management, Inc.

  • $246 Billion
  • Q3 2024
Number of Shares
52,372
Previous 52,372 -0.0%
Holding current value
$2.65 Billion
Previous $2.65 Billion -0.0%
% of portfolio
1.08%
Previous 1.08%

Shares

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