Core Wealth Management, Inc. Dimensional ETF Tr Inflation P Transaction History

Core Wealth Management, Inc.

$231 Billion
Q1 2024

A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Core Wealth Management, Inc. holds 174,366 shares of DFIP stock, worth $7.12 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares

174,366

Previous 164,741 5.84%

Holding current value

$7.12 Million

Previous $6.8 Billion 5.77%

% of portfolio

3.12%

Previous 3.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$40.58 - $41.54 $390,582 - $399,822	9,625 Added 5.84%	174,366 $7.19 Billion
Q4 2023 Feb 02, 2024	BUY	$39.16 - $41.47 $90,694 - $96,044	2,316 Added 1.43%	164,741 $6.8 Billion
Q3 2023 Oct 18, 2023	BUY	$39.65 - $41.67 $230,247 - $241,977	5,807 Added 3.71%	162,425 $6.46 Billion
Q2 2023 Jul 17, 2023	BUY	$41.16 - $43.19 $128,666 - $135,011	3,126 Added 2.04%	156,618 $6.47 Billion
Q1 2023 Apr 17, 2023	BUY	$40.93 - $42.83 $22,798 - $23,856	557 Added 0.36%	153,492 $6.57 Billion

Q4 2022 Feb 13, 2023	BUY	$40.64 - $42.62 $6.22 Million - $6.52 Million	152,935 New	152,935 $6.3 Million

Others Institutions Holding DFIP

# of Institutions

Shares Held

6.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Management, Inc. with notifications on news.

Account

Core Wealth Management, Inc. Dimensional ETF Tr Inflation P Transaction History