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
+15.61%
+4.97%
35,134.7
 
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
+15.43%
+19.83%
8,831.9
 
DFCF
Dimensional Core Fixed Income ETF
1,421,585
59,791.9
+17.64%
22.950
+3.44%
0.900
+1.86%
+3.24%
7,085.1
 
DFAR
Dimensional US Real Estate ETF
447,978
10,648.4
-1.42%
4.090
-0.06%
0.800
+4.44%
+1.06%
1,353.7
 
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
209,407
8,818.4
+3.89%
3.380
+0.13%
0.990
+2.14%
+4.85%
929.8
 
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
117,759
5,601.8
+30.92%
2.150
+0.51%
0.360
+1.58%
+0.53%
1,585.5
 
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
+0.92%
+2.86%
127,509.9
 
NEE
NextEra Energy Inc
24,214
1,716.5
-0.41%
0.660
0%
0.000
+11.30%
+5.91%
153,779.7
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
+18.42%
+15.97%
5,699.5
 
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
22,698
1,151.5
+96.37%
0.440
+0.22%
0.100
+1.29%
+2.43%
1,357.0
 

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
$41.80
0.31%
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
$97.75
-0.01%
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
$47.40
-1.00%
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
$29.34
13.02%
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
$470.13
-3.30%
New holding
1,647
1,647
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.31%
●
663000 ($729331) 801950
$705,000.00
-3.34%
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
$50.83
0.19%
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
$41.60
0.85%
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
$121.41
-2.14%
Sold Out
0
-2,069
TW
Tradeweb Markets Inc
2025-03-31
New Buy
New Buy
+0.09%
●
123.42 ($132.91) 148.46
$134.39
1.11%
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

Discussions on Core Wealth Management, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.