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Dimensional Etf Trust shares owned by Core Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DXIV) 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
2026-09-30 $2.4M 33k 72.01

More positions owned by Core Wealth Management

Dimensional Etf Trust Us Cor Equ 2 Etf
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Dfa Invt Dimensions Group In Real Estate Secu (DFAR)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Nextera Energy (NEE)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Global Real Est (DFGR)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Core Wealth Management

Top funds holding Dimensional Etf Trust

Beacon Pointe Advisors
BCR Wealth Strategies
Indivisible Partners
Fmb Wealth Management
Pure Financial Advisors
Assetmark
Versant Capital Management
HPM Partners
Cordant
RCS Financial Planning
Core Wealth Management
Envestnet Asset Management
Evanson Financial
AA Financial Advisors
E-Wealth Partners

View all funds holding Dimensional Etf Trust