Core Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Core Wealth Management, Inc.

  • $256 Billion
  • Q4 2024
Number of Shares
11,559
Previous 52,372 77.93%
Holding current value
$585 Million
Previous $2.65 Billion 77.96%
% of portfolio
0.23%
Previous 1.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
N/A
-40,813 Reduced 77.93%
11,559 $585 Million
Q2 2024

Jul 25, 2024
BUY
N/A
38,356 Added 273.66%
52,372 $2.65 Billion
Q1 2024

Apr 22, 2024
BUY
N/A
14,016 New
14,016 $709 Million
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