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 18,843 shares of DFIS stock, worth $485,772. This represents 0.06% of its overall portfolio holdings.
Number of Shares
18,843
Previous 18,788
0.29%
Holding current value
$485,772
Previous $463 Million
9.26%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
189Shares Held
78.2MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$552 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$318 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$262 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$107 Million0.18% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.1 Million3.04% of portfolio