Rockwood Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rockwood Wealth Management, LLC
- $926 Billion
- Q4 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 18,963 shares of DFIS stock, worth $482,039. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,963
Previous 18,843
0.64%
Holding current value
$482,039
Previous $506 Million
8.03%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
206Shares Held
81.7MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$450 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$316 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$271 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$102 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$66.2 Million3.04% of portfolio