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Size ($ in 1000's)
At 03/31/2024: $230,554
At 12/31/2023: $209,435
Core Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Core Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Core Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Core Wealth Management Inc..
In the Core Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Core Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Core Wealth Management Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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.
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