Core Wealth Management, Inc.
Position in DFIP — Dimensional Inflation-Protected Securities Portfolio ETF
CIK 1965150
JUPITER, FL
All Filings in DFIP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 DFIP | $7,876,806 | 186,301 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 DFIP | $7,607,601 | 186,301 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 DFIP | $7,192,597 | 174,366 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 DFIP | $6,800,508 | 164,741 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 DFIP | $6,459,642 | 162,425 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 DFIP | $6,469,889 | 156,618 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 DFIP | $6,573,755 | 153,492 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 DFIP | $6,294,804 | 152,935 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||