Rockwood Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
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 42,774 shares of DFAT stock, worth $2.2 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
42,774
Previous 42,631
0.34%
Holding current value
$2.2 Million
Previous $2.37 Billion
6.9%
% of portfolio
0.22%
Previous 0.26%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$725 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$640 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$461 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$371 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$264 Million2.33% of portfolio