DFIP — DIMENSIONAL ETF TRUST

Ownership history in Core Wealth Management, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Core Wealth Management, Inc. reported a position in DIMENSIONAL ETF TRUST (DFIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.56% (2022 Q4)
Avg. % of fund
3.26%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 240,688 +9,592 +4.2% 3.12% $10.0M $41.56
2025 Q3 ADDED 231,096 +8,365 +3.8% 3.14% $9.8M $41.62
2025 Q2 ADDED 222,731 +13,324 +6.4% 3.28% $9.3M $40.72
2025 Q1 ADDED 209,407 +7,837 +3.9% 3.38% $8.8M $40.37
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIP price (monthly, adj. close)

Other funds also holding DFIP

As of 2025 Q4 — sorted by position size

Heirloom Wealth Management 3Y 10.53% Physician Wealth Solutions Inc. 6.93% Yardley Wealth Management LLC 5.96% Matson Money. Inc. 3Y 7Y 4.91% Leading Edge Financial Planning LLC 3Y 4.5% Planning Center, Inc. 3Y 4.31% Fortitude Family Office, LLC 4.14% Hill Investment Group Partners, LLC 3.97% Five Oceans Advisors 3Y 3.74% McCartney Wealth Management LLC 3.53%
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