Rockwood Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Rockwood Wealth Management, LLC

$909 Billion
Q3 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 1,380,535 shares of DFIC stock, worth $36.5 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares

1,380,535

Previous 1,283,234 7.58%

Holding current value

$36.5 Million

Previous $33.7 Billion 15.15%

% of portfolio

4.27%

Previous 4.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$25.36 - $28.37 $2.47 Million - $2.76 Million	97,301 Added 7.58%	1,380,535 $38.8 Billion
Q2 2024 Jul 26, 2024	BUY	$25.73 - $27.44 $47,317 - $50,462	1,839 Added 0.14%	1,283,234 $33.7 Billion
Q1 2024 Apr 22, 2024	SELL	$24.62 - $26.83 $57,093 - $62,218	-2,319 Reduced 0.18%	1,281,395 $34.3 Billion
Q4 2023 Jan 17, 2024	BUY	$22.18 - $25.58 $6.82 Million - $7.86 Million	307,268 Added 31.47%	1,283,714 $32.8 Billion
Q3 2023 Oct 10, 2023	SELL	$23.25 - $25.17 $79,724 - $86,307	-3,429 Reduced 0.35%	976,446 $22.8 Billion
Q2 2023 Jul 20, 2023	BUY	$23.45 - $24.88 $108,503 - $115,119	4,627 Added 0.47%	979,875 $23.8 Billion
Q1 2023 Jul 20, 2023	SELL	$22.5 - $24.64 $265,297 - $290,530	-11,791 Reduced 1.19%	975,248 $23.5 Billion
Q4 2022 Jul 20, 2023	BUY	$19.06 - $23.03 $10 Million - $12.1 Million	525,664 Added 113.93%	987,039 $22.1 Billion
Q3 2022 Jul 20, 2023	BUY	$19.05 - $23.07 $6.9 Million - $8.36 Million	362,403 Added 366.17%	461,375 $8.84 Billion
Q2 2022 Jul 20, 2023	BUY	$21.35 - $25.2 $2.11 Million - $2.49 Million	98,972 New	98,972 $2.13 Billion

Others Institutions Holding DFIC

# of Institutions

362

Shares Held

234M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Rockwood Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History