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 (DFAC). 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 | 3,028,721 | -12,114 | -0.4% | 37.35% | $119.9M | $39.59 |
| 2025 Q3 | ADDED | 3,040,835 | +48,752 | +1.6% | 37.77% | $117.3M | $38.48 |
| 2025 Q2 | ADDED | 2,992,083 | +43,594 | +1.5% | 37.81% | $107.2M | $35.66 |
| 2025 Q1 | REDUCED | 2,948,489 | -3,969 | -0.1% | 37.33% | $97.3M | $32.72 |
| 2024 Q4 | REDUCED | 2,952,458 | -80,088 | -2.6% | 39.91% | $102.1M | $34.23 |
| 2024 Q3 | UNCHANGED | 3,032,546 | — | 0% | 39.67% | $97.8M | $33.84 |
| 2024 Q2 | ADDED | 3,032,546 | +68,233 | +2.3% | 39.67% | $97.8M | $31.72 |
| 2024 Q1 | ADDED | 2,964,313 | +87,293 | +3.0% | 41.08% | $94.7M | $31.35 |
| 2023 Q4 | REDUCED | 2,877,020 | -71,336 | -2.4% | 40.15% | $84.1M | $28.62 |
| 2023 Q3 | ADDED | 2,948,356 | +57,700 | +2.0% | 39.94% | $77.2M | $25.56 |
As of 2025 Q4 — sorted by position size