Rockwood Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Rockwood Wealth Management, LLC

  • $981 Billion
  • Q1 2025

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 33,090 shares of DFSV stock, worth $932,807. This represents 0.09% of its overall portfolio holdings.

Number of Shares
33,090
Previous 22,250 48.72%
Holding current value
$932,807
Previous $682 Million 36.63%
% of portfolio
0.09%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$27.56 - $32.1 $298,750 - $347,964
10,840 Added 48.72%
33,090 $931 Million
Q3 2024

Oct 16, 2024
BUY
$28.25 - $31.7 $79,693 - $89,425
2,821 Added 14.52%
22,250 $685 Million
Q2 2024

Jul 26, 2024
SELL
$27.81 - $30.13 $17,492 - $18,951
-629 Reduced 3.14%
19,429 $559 Million
Q1 2024

Apr 22, 2024
BUY
$27.45 - $30.1 $181,911 - $199,472
6,627 Added 49.34%
20,058 $604 Million
Q4 2023

Jan 17, 2024
BUY
$23.61 - $29.53 $317,105 - $396,617
13,431 New
13,431 $391 Million

Others Institutions Holding DFSV

# of Institutions
438
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email