Rockwood Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 7,999 shares of DFUV stock, worth $330,998. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,999
Previous 6,755
18.42%
Holding current value
$330,998
Previous $276 Million
13.7%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$759 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio