Rockwood Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Rockwood Wealth Management, LLC
- $1.14 Trillion
- Q2 2025
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 48,103 shares of DFSD stock, worth $2.31 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
48,103
Previous 49,721
3.25%
Holding current value
$2.31 Million
Previous $2.36 Billion
2.26%
% of portfolio
0.2%
Previous 0.24%
Shares
13 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio