Core Wealth Management, Inc. DFAC Holdings History
Core Wealth Management, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Core Wealth Management, Inc. held 2.95 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $97.27 Mil. This investment constitutes 37.33% of their stock portfolio, and Core Wealth Management, Inc. now holds 0.31% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Management, Inc. has made 4 purchases of DFAC, at an average price of $24.61, for a total of 3.12 Mil shares. In addition, there have been 4 sales at an average price of $31.02 for 167,735.00 shares. Based on historical transaction data and DFAC's current price of $36.21, Core Wealth Management, Inc.'s estimated gain on his DFAC holdings is $35.28 Mil, reflecting a 46.00% gain to date.
Core Wealth Management, Inc. DFAC ($36.21) Holding Chart
Core Wealth Management, Inc. DFAC ($36.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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