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

Core Wealth Management, Inc.

$321 Billion
Q4 2025

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 240,688 shares of DFIP stock, worth $10.1 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares

240,688

Previous 231,096 4.15%

Holding current value

$10.1 Million

Previous $9.76 Billion 2.49%

% of portfolio

3.12%

Previous 3.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$42.01 - $42.55 $402,959 - $408,139	9,592 Added 4.15%	240,688 $10 Billion
Q3 2025 Oct 23, 2025	BUY	$41.6 - $42.66 $347,984 - $356,850	8,365 Added 3.76%	231,096 $9.76 Billion
Q2 2025 Jul 31, 2025	BUY	$41.11 - $42.42 $547,749 - $565,204	13,324 Added 6.36%	222,731 $9.31 Billion
Q1 2025 Apr 29, 2025	BUY	$40.27 - $42.11 $315,595 - $330,016	7,837 Added 3.89%	209,407 $8.82 Billion
Q4 2024 Jan 23, 2025	BUY	$40.31 - $42.43 $615,493 - $647,863	15,269 Added 8.2%	201,570 $8.16 Billion

Q2 2024 Jul 25, 2024	BUY	$40.31 - $41.37 $481,099 - $493,750	11,935 Added 6.84%	186,301 $7.61 Billion
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	$40.55 - $42.62 $6.2 Million - $6.52 Million	152,935 New	152,935 $6.3 Million

Others Institutions Holding DFIP

# of Institutions

162

Shares Held

18.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
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Core Wealth Management, Inc. Dimensional ETF Tr Inflation P Transaction History