Rockwood Wealth Management, LLC Dimensional ETF Tr Transaction History
Rockwood Wealth Management, LLC
- $909 Billion
- Q3 2024
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 108,917 shares of DFAX stock, worth $2.75 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
108,917
Previous 108,918
0.0%
Holding current value
$2.75 Million
Previous $2.77 Billion
6.25%
% of portfolio
0.32%
Previous 0.34%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio