Core Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Core Wealth Management, Inc.
- $246 Billion
- Q2 2024
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Core Wealth Management, Inc. holds 451,296 shares of DFAR stock, worth $11.5 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
451,296
Previous 402,228
12.2%
Holding current value
$11.5 Million
Previous $9 Billion
10.84%
% of portfolio
4.05%
Previous 3.9%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
202Shares Held
34.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$75.2 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$54.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.9 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.7 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35.6 Million0.3% of portfolio