Rockwood Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rockwood Wealth Management, LLC
- $1.14 Trillion
- Q2 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 40,213 shares of DFSV stock, worth $1.3 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
40,213
Previous 33,090
21.53%
Holding current value
$1.3 Million
Previous $931 Million
27.05%
% of portfolio
0.1%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding DFSV
# of Institutions
477Shares Held
129MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$382 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$210 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.82MShares$189 Million0.22% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$176 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$104 Million2.12% of portfolio