Rockwood Wealth Management, LLC Dimensional ETF Tr Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 13,147 shares of DFAU stock, worth $502,609. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,147
Previous 13,147
-0.0%
Holding current value
$502,609
Previous $534 Million
5.41%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
486Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$75.7 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.97 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$189 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$139 Million1.81% of portfolio