The Analysis of Core Wealth Management, Inc.'s Holdings
Currently, Core Wealth Management, Inc. holds 34 types of securities in its portfolio with a total value $310.6M. In the most recent quarter, they have increased their positions in DFCF (+115.2K shares, valued at $4.9M), DFAC (+48.8K shares, valued at $1.9M), DFNM (+28.0K shares, valued at $1.3M); decreased their positions in AGG (-1.8K shares, valued at $182.9K), DFSD (-1.8K shares, valued at $86.2K), GOOGL (-157 shares, valued at $38.2K); initiated new positions in DFIC (+12.3K shares, valued at $402.9K), VOO (+457 shares, valued at $279.9K), GE (+761 shares, valued at $228.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.0M shares1.63%2025-09-302025-10-23
DFAX DIMENSIONAL ETF TRUST2.4M shares0.82%2025-09-302025-10-23 DFCF DIMENSIONAL ETF TRUST1.6M shares7.60%2025-09-302025-10-23 DFAR DIMENSIONAL ETF TRUST468.7K shares2.36%2025-09-302025-10-23 DFIP DIMENSIONAL ETF TRUST231.1K shares3.76%2025-09-302025-10-23 DFNM DIMENSIONAL ETF TRUST138.2K shares25.43%2025-09-302025-10-23 NEE NEXTERA ENERGY INC35.7K shares46.32%2025-09-302025-10-23 AGG ISHARES TR24.9K shares-6.83%2025-09-302025-10-23 DFEM DIMENSIONAL ETF TRUST49.7K shares12.25%2025-09-302025-10-23 DUSB DIMENSIONAL ETF TRUST24.9K shares6.81%2025-09-302025-10-23 GOOGL ALPHABET INC4.1K shares-3.70%2025-09-302025-10-23 MCD MCDONALDS CORP3.1K shares0.30%2025-09-302025-10-23 AAPL APPLE INC3.4K shares28.84%2025-09-302025-10-23 MSFT MICROSOFT CORP1.5K shares7.27%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares-3.08%2025-09-302025-10-23 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-23 AMZN AMAZON COM INC3.4K shares2.46%2025-09-302025-10-23 DFGR DIMENSIONAL ETF TRUST26.5K shares19.28%2025-09-302025-10-23 NVDA NVIDIA CORPORATION3.0K shares11.01%2025-09-302025-10-23 DFSD DIMENSIONAL ETF TRUST11.5K shares-13.45%2025-09-302025-10-23 IWV ISHARES TR1.4K shares0.00%2025-09-302025-10-23 DFIC DIMENSIONAL ETF TRUST12.3K sharesnew addition2025-09-302025-10-23 DFAI DIMENSIONAL ETF TRUST10.6K shares-0.75%2025-09-302025-10-23 IVW ISHARES TR3.1K shares0.00%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO2.1K shares55.26%2025-09-302025-10-23 SDY SPDR SERIES TRUST2.3K shares0.00%2025-09-302025-10-23 VOO VANGUARD INDEX FDS457 sharesnew addition2025-09-302025-10-23 DFAU DIMENSIONAL ETF TRUST6.0K shares0.00%2025-09-302025-10-23 PANW PALO ALTO NETWORKS INC1.2K shares0.17%2025-09-302025-10-23 DFAT DIMENSIONAL ETF TRUST4.0K shares-1.78%2025-09-302025-10-23 GE GE AEROSPACE761 sharesnew addition2025-09-302025-10-23 JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-09-302025-10-23 VTI VANGUARD INDEX FDS667 shares-1.33%2025-09-302025-10-23 VUG VANGUARD INDEX FDS435 sharesnew addition2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available