Rockwood Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Rockwood Wealth Management, LLC
- $909 Billion
- Q3 2024
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
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.4 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio