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 $460,711. This represents 0.06% of its overall portfolio holdings.
Number of Shares
18,843
Previous 18,788
0.29%
Holding current value
$460,711
Previous $463 Million
9.26%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
196Shares Held
78.9MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$542 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$301 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$248 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$98.2 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$63.7 Million3.04% of portfolio