Ownership history in Core Wealth Management, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Core Wealth Management, Inc. reported a position in DIMENSIONAL ETF TRUST (DUSB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 21,833 | -3,036 | -12.2% | 0.34% | $1.1M | $50.43 |
| 2025 Q3 | ADDED | 24,869 | +1,586 | +6.8% | 0.41% | $1.3M | $49.92 |
| 2025 Q2 | ADDED | 23,283 | +585 | +2.6% | 0.42% | $1.2M | $49.34 |
| 2025 Q1 | ADDED | 22,698 | +11,139 | +96.4% | 0.44% | $1.2M | $48.79 |
| 2024 Q4 | REDUCED | 11,559 | -40,813 | -77.9% | 0.23% | $585K | $48.24 |
| 2024 Q3 | UNCHANGED | 52,372 | — | 0% | 1.08% | $2.7M | $47.63 |
| 2024 Q2 | ADDED | 52,372 | +38,356 | +273.7% | 1.08% | $2.7M | $46.95 |
| 2024 Q1 | INITIATED | 14,016 | — | — | 0.31% | $709K | — |
As of 2025 Q4 — sorted by position size