Rockwood Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 837,459 shares of DFEM stock, worth $22.2 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
837,459
Previous 706,623
18.52%
Holding current value
$22.2 Million
Previous $18 Billion
24.28%
% of portfolio
2.73%
Previous 2.32%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
312Shares Held
117MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$420 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$134 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$108 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$103 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$92.3 Million7.95% of portfolio