DFSD — DIMENSIONAL ETF TRUST

Ownership history in Core Wealth Management, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Core Wealth Management, Inc. reported a position in DIMENSIONAL ETF TRUST (DFSD). 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
0.32% (2025 Q1)
Avg. % of fund
0.23%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 10,515 -995 -8.6% 0.16% $504K $47.95
2025 Q3 REDUCED 11,510 -1,789 -13.5% 0.18% $555K $47.42
2025 Q2 REDUCED 13,299 -4,038 -23.3% 0.23% $638K $46.72
2025 Q1 ADDED 17,337 +3,957 +29.6% 0.32% $824K $45.83
2024 Q4 REDUCED 13,380 -64 -0.5% 0.25% $627K $44.98
2024 Q3 UNCHANGED 13,444 — 0% 0.26% $632K $44.94
2024 Q2 INITIATED 13,444 — — 0.26% $632K —
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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