A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 9,053 shares of DFNM stock, worth $435,358. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,053
Previous 9,336 3.03%
Holding current value
$435,358
Previous $446 Million 1.46%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$47.7 - $48.54 $13,499 - $13,736
-283 Reduced 3.03%
9,053 $439 Million
Q2 2024

Jul 26, 2024

SELL
$47.4 - $48.0 $44,840 - $45,408
-946 Reduced 9.2%
9,336 $446 Million
Q1 2024

Apr 22, 2024

SELL
$48.08 - $48.49 $37,358 - $37,676
-777 Reduced 7.03%
10,282 $494 Million
Q4 2023

Jan 17, 2024

SELL
$46.17 - $48.51 $108,915 - $114,435
-2,359 Reduced 17.58%
11,059 $536 Million
Q3 2023

Oct 10, 2023

SELL
$46.44 - $47.81 $267,912 - $275,815
-5,769 Reduced 30.07%
13,418 $624 Million
Q2 2023

Jul 20, 2023

SELL
$47.15 - $48.62 $79,447 - $81,924
-1,685 Reduced 8.07%
19,187 $914 Million
Q1 2023

Jul 20, 2023

SELL
$47.4 - $48.69 $391,571 - $402,228
-8,261 Reduced 28.36%
20,872 $1.01 Billion
Q4 2022

Jul 20, 2023

SELL
$46.51 - $48.03 $786,716 - $812,427
-16,915 Reduced 36.73%
29,133 $1.39 Billion
Q3 2022

Jul 20, 2023

BUY
$46.65 - $48.89 $1.32 Million - $1.38 Million
28,282 Added 159.19%
46,048 $2.15 Billion
Q2 2022

Jul 20, 2023

BUY
$47.55 - $48.44 $844,773 - $860,585
17,766 New
17,766 $854 Million

Others Institutions Holding DFNM

About DIMENSIONAL ETF TR NATL MUN BD


  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.