Core Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Jupiter, FL
CIK
0001965150
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 21 209,434 DFAC, DIMENSIONAL ETF TRUST, DFAX, AGG 13F-HR 2/2/2024 000170581924000014
Q3 2023 20 193,383 DFAC, DIMENSIONAL ETF TRUST, DFAX, DFAR 13F-HR 10/18/2023 000170581923000079
Q2 2023 24 196,973 DFAC, DIMENSIONAL ETF TRUST, DFAX, DFAR 13F-HR 7/17/2023 000170581923000060
Q1 2023 20 185,185 DFAC, DIMENSIONAL ETF TRUST, DFAX, DFAR 13F-HR 4/17/2023 000170581923000045
Q4 2022 17 177,051 DFAC, DIMENSIONAL ETF TRUST, DFAX, DFAR RESTATEMENT 2/14/2023 000170581923000023
Additional filings from Core Wealth Management, Inc. that have since been restated