Rockwood Wealth Management, LLC Dimensional ETF Tr Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 5,856 shares of DFIV stock, worth $219,248. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,856
Previous 6,199
5.53%
Holding current value
$219,248
Previous $228 Million
7.62%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$626 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$549 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio