Rockwood Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Rockwood Wealth Management, LLC
- $909 Billion
- Q3 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 42,627 shares of DFAT stock, worth $2.57 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
42,627
Previous 42,622
0.01%
Holding current value
$2.57 Million
Previous $2.21 Billion
7.26%
% of portfolio
0.26%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$851 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$749 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$529 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$443 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$312 Million2.46% of portfolio