Rockwood Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 9,336 shares of DFNM stock, worth $451,769. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,336
Previous 10,282
9.2%
Holding current value
$451,769
Previous $494 Million
9.81%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio