Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAC) | 2,964,313 | +87,293 | $94,710 |
DFAC | 2,964,313 | +87,293 | $94,710 |
DIMENSIONAL ETF TRUST (DFAX) | 2,165,160 | +111,709 | $55,082 |
DFAX | 2,165,160 | +111,709 | $55,082 |
DIMENSIONAL ETF TRUST (DFCF) | 1,226,303 | +287,440 | $51,443 |
DFCF | 1,226,303 | +287,440 | $51,443 |
DIMENSIONAL ETF TRUST (DFAR) | 402,228 | +34,226 | $8,998 |
DFAR | 402,228 | +34,226 | $8,998 |
DIMENSIONAL ETF TRUST (DFIP) | 174,366 | +9,625 | $7,193 |
DFIP | 174,366 | +9,625 | $7,193 |
DIMENSIONAL ETF TRUST (DFNM) | 92,793 | +16,657 | $4,462 |
DFNM | 92,793 | +16,657 | $4,462 |
DIMENSIONAL ETF TRUST (DFEM) | 45,902 | +548 | $1,170 |
DFEM | 45,902 | +548 | $1,170 |
MCDONALDS CORP | 3,423 | UNCH | $965 |
MCD | 3,423 | UNCH | $965 |
NEXTERA ENERGY INC | 15,079 | +188 | $964 |
NEE | 15,079 | +188 | $964 |
DIMENSIONAL ETF TRUST (DUSB) | 14,016 | +14,016 | $709 |
DUSB | 14,016 | +14,016 | $709 |
DIMENSIONAL ETF TRUST (DFGR) | 26,324 | -18 | $672 |
DFGR | 26,324 | -18 | $672 |
ALPHABET INC | 4,231 | +160 | $639 |
GOOGL | 4,231 | +160 | $639 |
MICROSOFT CORP | 1,351 | +369 | $568 |
MSFT | 1,351 | +369 | $568 |
VANGUARD INDEX FDS (VTI) | 2,072 | -481 | $539 |
VTI | 2,072 | -481 | $539 |
APPLE INC | 2,918 | +1,248 | $500 |
AAPL | 2,918 | +1,248 | $500 |
ISHARES TR (IWV) | 1,416 | +8 | $425 |
IWV | 1,416 | +8 | $425 |
SPDR SER TR (SDY) | 2,414 | -235 | $317 |
SDY | 2,414 | -235 | $317 |
ISHARES TR (IVW) | 3,099 | UNCH | $262 |
IVW | 3,099 | UNCH | $262 |
PROCTER AND GAMBLE CO | 1,404 | +1,404 | $228 |
PG | 1,404 | +1,404 | $228 |
AMAZON COM INC | 1,250 | +1,250 | $225 |
AMZN | 1,250 | +1,250 | $225 |
CHESAPEAKE UTILS CORP | 2,069 | UNCH | $222 |
CPK | 2,069 | UNCH | $222 |
DIMENSIONAL ETF TRUST (DFAT) | 4,025 | UNCH | $219 |
DFAT | 4,025 | UNCH | $219 |
See Full List: All Stocks Held By Core Wealth Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Core Wealth Management Inc.
Size ($ in 1000's)
At 03/31/2024: $230,554 At 12/31/2023: $209,435 Core Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Core Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |