Core Wealth Management, Inc. DFIP Holdings History
Core Wealth Management, Inc.'s Dimensional Inflation-Protected Securities ETF Holding Summary
As of 2025-03-31, Core Wealth Management, Inc. held 209,407.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $8.82 Mil. This investment constitutes 3.38% of their stock portfolio, and Core Wealth Management, Inc. now holds 0.99% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Management, Inc. has made 8 purchases of DFIP, at an average price of $41.24, for a total of 209,407.00 shares. Based on historical transaction data and DFIP's current price of $41.64, Core Wealth Management, Inc.'s estimated gain on his DFIP holdings is $83,186.15, reflecting a 0.96% gain to date.
Core Wealth Management, Inc. DFIP ($41.64) Holding Chart
Core Wealth Management, Inc. DFIP ($41.64) 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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