Core Wealth Management, Inc. DFAR Holdings History
Core Wealth Management, Inc.'s Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, Core Wealth Management, Inc. held 447,978.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $10.65 Mil. This investment constitutes 4.09% of their stock portfolio, and Core Wealth Management, Inc. now holds 0.8% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Management, Inc. has made 7 purchases of DFAR, at an average price of $21.30, for a total of 454,417.00 shares. In addition, there have been 1 sales at an average price of $23.59 for 6,439.00 shares. Based on historical transaction data and DFAR's current price of $23.66, Core Wealth Management, Inc.'s estimated gain on his DFAR holdings is $1.07 Mil, reflecting a 11.08% gain to date.
Core Wealth Management, Inc. DFAR ($23.66) Holding Chart
Core Wealth Management, Inc. DFAR ($23.66) 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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