Core Wealth Management »

Dimensional Etf Trust shares owned by Core Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Core Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $355k 14k 25.54
2024-09-30 $340k 14k 24.99
2024-06-30 $340k 14k 24.99
2024-03-31 $672k 26k 25.53
2023-12-31 $684k 26k 25.98
2023-09-30 $220k 9.8k 22.41

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)
Ishares Tr Core Us Aggbd Et (AGG)
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)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
McDonald's Corporation (MCD)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Core Wealth Management

Top funds holding Dimensional Etf Trust

Forum Financial Management
Savant Capital Management
JMG Financial Group
Colony
Sontag Advisory
CI Private Wealth
Brighton Jones
DiNuzzo Private Wealth
TCI Wealth Advisors
Wescott Financial Advisory Group
Buckingham Strategic Partners
Quantum Financial Advisors
Rs Crum
Summit Financial Strategies
Index Fund Advisors

View all funds holding Dimensional Etf Trust