CW

Core Wealth Management, Inc.

13F
Core Wealth Management, Inc.
Last update 2025-04-30 31 Stocks (3 new)
Value $261.00 Mil Turnover 6 %
Countries:
Top Holdings: DFAC(37.33%)DFAX(23.43%)DFCF(22.95%)DFAR(4.09%)DFIP(3.38%)
Summary Stock Picks Current Portfolio
Core Wealth Management, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
2,948,489
97,270.7
-0.13%
37.330
-0.05%
0.310
+18.32%
+5.38%
35,270.9
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2,330,280
61,053.3
+1.74%
23.430
+0.40%
0.800
+16.27%
+20.27%
8,865.0
 
DFCF
Dimensional Core Fixed Income ETF
1,421,585
59,791.9
+17.64%
22.950
+3.44%
0.900
+1.71%
+3.49%
7,102.0
 
DFAR
Dimensional US Real Estate ETF
447,978
10,648.4
-1.42%
4.090
-0.06%
0.800
+5.42%
+2.10%
1,367.6
 
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
209,407
8,818.4
+3.89%
3.380
+0.13%
0.990
+2.33%
+5.31%
933.8
 
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
117,759
5,601.8
+30.92%
2.150
+0.51%
0.360
+1.45%
+0.64%
1,587.2
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
29,320
2,900.3
-75.58%
1.110
-3.44%
0.000
+0.74%
+3.00%
127,692.5
 
NEE
NextEra Energy Inc
24,214
1,716.5
-0.41%
0.660
0%
0.000
+14.83%
+6.00%
153,923.8
Utilities - Regulated
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
51,728
1,368.7
+12.17%
0.530
+0.06%
0.030
+20.08%
+16.49%
5,725.1
 
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
22,698
1,151.5
+96.37%
0.440
+0.22%
0.100
+1.28%
+2.48%
1,357.7
 

Core Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Core Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+3.44%
●
40.79 ($41.67) 42.32
$41.90
0.55%
Add 17.64%
1,421,585
213,144
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-3.44%
●
95.85 ($97.76) 99.25
$97.89
0.13%
Reduce -75.58%
29,320
-90,729
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
2025-03-31
Add
Add
+0.51%
●
47.35 ($47.88) 48.24
$47.45
-0.90%
Add 30.92%
117,759
27,811
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.40%
●
24.45 ($25.96) 27.21
$29.45
13.44%
Add 1.74%
2,330,280
39,741
BRK.B
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.34%
●
442.66 ($486.15) 534.52
$471.31
-3.05%
New holding
1,647
1,647
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.31%
●
663000 ($729331) 801950
$707,681.00
-2.97%
New holding
1
1
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2025-03-31
Add
Add
+0.22%
●
50.58 ($50.73) 50.87
$50.85
0.24%
Add 96.37%
22,698
11,139
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
2025-03-31
Add
Add
+0.13%
●
40.27 ($41.25) 42.11
$41.78
1.28%
Add 3.89%
209,407
7,837
CPK
Chesapeake Utilities Corp
2025-03-31
Sold Out
Sold Out
-0.10%
●
116.55 ($124.07) 130.37
$122.61
-1.18%
Sold Out
0
-2,069
TW
Tradeweb Markets Inc
2025-03-31
New Buy
New Buy
+0.09%
●
123.42 ($132.91) 148.46
$136.14
2.43%
New holding
1,500
1,500

Core Wealth Management, Inc. Total Holding History ($B)

To

Core Wealth Management, Inc.'s Asset Allocation

To

Core Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Core Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

Core Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Core Wealth Management, Inc.'s Holdings Heat Map

Size field:

Core Wealth Management, Inc.'s Holdings Bubble Chart

Core Wealth Management, Inc. News

  • 1

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