Rockwood Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 372,378 shares of DFSD stock, worth $17.8 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
372,378
Previous 338,418
10.03%
Holding current value
$17.8 Million
Previous $15.9 Billion
9.94%
% of portfolio
2.13%
Previous 2.05%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.3 Million16.69% of portfolio