Rockwood Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Rockwood Wealth Management, LLC
- $909 Billion
- Q3 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 980,464 shares of DFEM stock, worth $25.6 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
980,464
Previous 837,459
17.08%
Holding current value
$25.6 Million
Previous $22.4 Billion
23.3%
% of portfolio
3.04%
Previous 2.73%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$406 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$150 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$104 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$103 Million1.18% of portfolio