Core Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Core Wealth Management, Inc.

  • $231 Billion
  • Q1 2024
Number of Shares
26,324
Previous 26,342 0.07%
Holding current value
$672 Million
Previous $684 Million 1.8%
% of portfolio
0.29%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
N/A
-18 Reduced 0.07%
26,324 $672 Million
Q4 2023

Feb 02, 2024
BUY
N/A
16,507 Added 167.84%
26,342 $684 Million
Q3 2023

Oct 18, 2023
BUY
N/A
9,835 New
9,835 $220 Million
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