Rockwood Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 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 42,622 shares of DFAT stock, worth $2.25 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
42,622
Previous 19,900
114.18%
Holding current value
$2.25 Million
Previous $1.08 Billion
104.11%
% of portfolio
0.27%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$752 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$656 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$455 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$396 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$256 Million2.47% of portfolio