Core Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Core Wealth Management, Inc.

  • $284 Billion
  • Q2 2025
Number of Shares
22,191
Previous 19,994 10.99%
Holding current value
$595 Million
Previous $525 Million 13.4%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Jul 31, 2025
BUY
N/A
2,197 Added 10.99%
22,191 $595 Million
Q1 2025

Apr 29, 2025
BUY
N/A
6,103 Added 43.93%
19,994 $525 Million
Q4 2024

Jan 23, 2025
BUY
N/A
292 Added 2.15%
13,891 $355 Million
Q2 2024

Jul 25, 2024
SELL
N/A
-12,725 Reduced 48.34%
13,599 $340 Million
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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