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 (DFAR). 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 | ADDED | 477,897 | +9,177 | +2.0% | 3.41% | $10.9M | $22.90 |
| 2025 Q3 | ADDED | 468,720 | +10,817 | +2.4% | 3.60% | $11.2M | $23.46 |
| 2025 Q2 | ADDED | 457,903 | +9,925 | +2.2% | 3.79% | $10.7M | $22.94 |
| 2025 Q1 | REDUCED | 447,978 | -6,439 | -1.4% | 4.09% | $10.6M | $23.11 |
| 2024 Q4 | ADDED | 454,417 | +3,121 | +0.7% | 4.13% | $10.6M | $22.60 |
| 2024 Q3 | UNCHANGED | 451,296 | — | 0% | 4.05% | $10.0M | $24.54 |
| 2024 Q2 | ADDED | 451,296 | +49,068 | +12.2% | 4.05% | $10.0M | $21.04 |
| 2024 Q1 | ADDED | 402,228 | +34,226 | +9.3% | 3.90% | $9.0M | $21.15 |
| 2023 Q4 | ADDED | 368,002 | +9,806 | +2.7% | 4.00% | $8.4M | $21.48 |
| 2023 Q3 | ADDED | 358,196 | +25,367 | +7.6% | 3.62% | $7.0M | $18.21 |
As of 2025 Q4 — sorted by position size