Core Wealth Management, Inc.: 13F holdings
CIK 19651502026Q2
| Positions | 42 |
|---|---|
| Reported value | $355.8m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2,990,705 | $132.7m | 37.3% |
| DFAX DIMENSIONAL ETF TRUST | 2,313,175 | $85.2m | 24.0% |
| DFCF DIMENSIONAL ETF TRUST | 1,884,045 | $79.5m | 22.4% |
| DIMENSIONAL ETF TRUST | 504,582 | $13.2m | 3.7% |
| DIMENSIONAL ETF TRUST | 315,342 | $13.0m | 3.7% |
| DIMENSIONAL ETF TRUST | 150,593 | $7.3m | 2.0% |
| NEE NEXTERA ENERGY INC | 32,276 | $2.8m | 0.8% |
| DIMENSIONAL ETF TRUST | 48,950 | $2.5m | 0.7% |
| AGG ISHARES TR | 24,077 | $2.4m | 0.7% |
| DFEM DIMENSIONAL ETF TRUST | 47,274 | $1.9m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965150")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.