Core Wealth Management, Inc. Top Holdings and 13F Report (2024) → Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (From Priority Gold) (Ad) About Core Wealth Management, Inc.Investment ActivityCore Wealth Management, Inc. has $230.55 million in total holdings as of March 31, 2024.Core Wealth Management, Inc. owns shares of 23 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 9.21% of the portfolio was purchased this quarter.About 4.19% of the portfolio was sold this quarter.This quarter, Core Wealth Management, Inc. has purchased 21 new stocks and bought additional shares in 13 stocks.Core Wealth Management, Inc. sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $94,709,798Dimensional World ex U.S. Core Equity 2 ETF $55,081,665Dimensional Core Fixed Income ETF $51,443,429Dimensional US Real Estate ETF $8,997,848Dimensional Inflation-Protected Securities ETF $7,192,610 Largest New Holdings this Quarter DIMENSIONAL ETF TRUST $708,807 HoldingProcter & Gamble $227,799 HoldingAmazon.com $225,475 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 287,440 shares (about $12.06M)Dimensional World ex U.S. Core Equity 2 ETF 111,709 shares (about $2.84M)Dimensional U.S. Core Equity 2 ETF 87,293 shares (about $2.79M)Dimensional National Municipal Bond ETF 16,657 shares (about $801.03K)Dimensional US Real Estate ETF 34,226 shares (about $765.64K) Largest Sales this Quarter Vanguard Total Stock Market ETF 481 shares (about $125.01K)SPDR S&P Dividend ETF 235 shares (about $30.84K)Dimensional Global Real Estate ETF 18 shares (about $459.54) Sector Allocation Over TimeMap of 500 Largest Holdings ofCore Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$94,709,798$2,789,011 ▲3.0%2,964,31341.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$55,081,665$2,841,877 ▲5.4%2,165,16023.9%ETFDFCFDimensional Core Fixed Income ETF$51,443,429$12,058,112 ▲30.6%1,226,30322.3%ETFDFARDimensional US Real Estate ETF$8,997,848$765,636 ▲9.3%402,2283.9%ETFDFIPDimensional Inflation-Protected Securities ETF$7,192,610$397,032 ▲5.8%174,3663.1%ETFDFNMDimensional National Municipal Bond ETF$4,462,414$801,035 ▲21.9%92,7931.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,170,042$13,969 ▲1.2%45,9020.5%ETFMCDMcDonald's$965,1150.0%3,4230.4%Retail/WholesaleNEENextEra Energy$963,699$12,015 ▲1.3%15,0790.4%UtilitiesDIMENSIONAL ETF TRUST$708,807$708,807 ▲New Holding14,0160.3%ULTRASHORT FIXEDDFGRDimensional Global Real Estate ETF$672,052$460 ▼-0.1%26,3240.3%ETFGOOGLAlphabet$638,585$24,149 ▲3.9%4,2310.3%Computer and TechnologyMSFTMicrosoft$568,393$155,246 ▲37.6%1,3510.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$538,513$125,012 ▼-18.8%2,0720.2%ETFAAPLApple$500,379$214,007 ▲74.7%2,9180.2%Computer and TechnologyIWViShares Russell 3000 ETF$424,790$2,400 ▲0.6%1,4160.2%ETFSDYSPDR S&P Dividend ETF$316,813$30,841 ▼-8.9%2,4140.1%ETFIVWiShares S&P 500 Growth ETF$261,6800.0%3,0990.1%ETFPGProcter & Gamble$227,799$227,799 ▲New Holding1,4040.1%Consumer StaplesAMZNAmazon.com$225,475$225,475 ▲New Holding1,2500.1%Retail/WholesaleCPKChesapeake Utilities$222,0040.0%2,0690.1%UtilitiesDFATDimensional U.S. Targeted Value ETF$219,1030.0%4,0250.1%ETFCHPTChargePoint$41,669$3,640 ▲9.6%21,9310.0%Auto/Tires/TrucksAGGiShares Core U.S. Aggregate Bond ETF$0$9,497,630 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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