Rockwood Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rockwood Wealth Management, LLC
- $909 Billion
- Q3 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 216,352 shares of DFAR stock, worth $5.05 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
216,352
Previous 222,590
2.8%
Holding current value
$5.05 Million
Previous $4.92 Billion
12.77%
% of portfolio
0.61%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
219Shares Held
35.6MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$68.8 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.3 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$44.9 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31 Million2.99% of portfolio