account_balance
Investment manager · 13F filer · SEC CIK 1965150
Core Wealth Management, Inc.
Reported value$336Mas of Sep 30, 2026
Positions32 2 new, 12 sold out
Top 10 weight96.6%DFAC alone is 38%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
38.3%Trimmed −3%
DFAXDimensional ETF Trust
24.8%Trimmed −3%
DFCFDimensional ETF Trust
21.9%Trimmed −3%
DFIPDimensional ETF Trust
3.8%+3%
DFARDfa Invt Dimensions Group In
3.7%
DFNMDimensional ETF Trust
1.9%−8%
DXIV
DFEM
AGG
AAPLDUSB
NEEDFACDimensional ETF Trust
38.3%Trimmed −3%
DFAXDimensional ETF Trust
24.8%Trimmed −3%
DFCFDimensional ETF Trust
21.9%Trimmed −3%
DFIP
DFAR
DFNM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 38.3% Trimmed −3%
DFAX Dimensional ETF Trust 24.8% Trimmed −3%
DFCF Dimensional ETF Trust 21.9% Trimmed −3%
DFIP Dimensional ETF Trust 3.8% Added +3%
DFAR Dfa Invt Dimensions Group In 3.7% Held
DFNM Dimensional ETF Trust 1.9% Trimmed −8%
DXIV Dimensional ETF Trust 0.7% New
DFEM Dimensional ETF Trust 0.6% Held
AGG iShares Tr 0.5% Trimmed −26%
AAPL Apple Inc. 0.4% Added +8%DUSB Dimensional ETF Trust 0.4% Trimmed −44%
NEE NextEra Energy Inc 0.4% Trimmed −46%What changed
Biggest moves since Jun 30, 2026
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