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.
| 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 |
| 2024 Q4 | ADDED | 201,570 | +15,269 | +8.2% | 3.19% | $8.2M | $38.64 |
| 2024 Q3 | UNCHANGED | 186,301 | — | 0% | 3.09% | $7.6M | $39.96 |
| 2024 Q2 | ADDED | 186,301 | +11,935 | +6.8% | 3.09% | $7.6M | $38.28 |
| 2024 Q1 | ADDED | 174,366 | +9,625 | +5.8% | 3.12% | $7.2M | $37.96 |
| 2023 Q4 | ADDED | 164,741 | +2,316 | +1.4% | 3.25% | $6.8M | $37.98 |
| 2023 Q3 | ADDED | 162,425 | +5,807 | +3.7% | 3.34% | $6.5M | $36.22 |
As of 2025 Q4 — sorted by position size