Rockwood Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Rockwood Wealth Management, LLC

$821 Billion
Q2 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 9,336 shares of DFNM stock, worth $448,314. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,336

Previous 10,282 9.2%

Holding current value

$448,314

Previous $494 Million 9.81%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$46.53 - $48.03 $787,054 - $812,427	-16,915 Reduced 36.73%	29,133 $1.39 Billion
Q3 2022 Jul 20, 2023	BUY	$46.96 - $48.89 $1.33 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

# of Institutions

176

Shares Held

20.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

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.

Account

Rockwood Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History