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Dimensional Etf Trust shares owned by Core Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Core Wealth Management from 13F filings

Historical chart of Core Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Core Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Core Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $385k 11k 36.35
2025-06-30 $369k 11k 34.57
2025-03-31 $335k 11k 31.23
2024-12-31 $337k 12k 29.20

More positions owned by Core Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Nextera Energy (NEE)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Alphabet Cap Stk Cl A (GOOGL)
McDonald's Corporation (MCD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Core Wealth Management

Top funds holding Dimensional Etf Trust

Prudential Financial
Coldstream Capital Management
Envestnet Asset Management
Wiley Bros.-aintree Capital
Sym Financial Corporation
SRS Capital Advisors
Northern Trust
Royal Bank of Canada
UBS Group
Root Financial Partners
Moisand Fitzgerald Tamayo
Mariner Wealth Advisors
Pure Financial Advisors
LPL Financial
Resources Investment Advisors

View all funds holding Dimensional Etf Trust