Rockwood Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Rockwood Wealth Management, LLC

  • $909 Billion
  • Q3 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 412,653 shares of DFSD stock, worth $19.4 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
412,653
Previous 372,378 10.82%
Holding current value
$19.4 Million
Previous $17.5 Billion 12.56%
% of portfolio
2.17%
Previous 2.13%

Shares

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

Oct 16, 2024
BUY
$47.0 - $47.84 $1.89 Million - $1.93 Million
40,275 Added 10.82%
412,653 $19.7 Billion
Q2 2024

Jul 26, 2024
BUY
$46.64 - $47.15 $1.58 Million - $1.6 Million
33,960 Added 10.03%
372,378 $17.5 Billion
Q1 2024

Apr 22, 2024
BUY
$46.78 - $47.19 $1.95 Million - $1.97 Million
41,667 Added 14.04%
338,418 $15.9 Billion
Q4 2023

Jan 17, 2024
BUY
$46.16 - $47.09 $945,818 - $964,874
20,490 Added 7.42%
296,751 $14 Billion
Q3 2023

Oct 10, 2023
BUY
$46.24 - $46.65 $1.14 Million - $1.15 Million
24,672 Added 9.81%
276,261 $12.8 Billion
Q2 2023

Jul 20, 2023
BUY
$46.28 - $46.83 $1.67 Million - $1.69 Million
36,110 Added 16.76%
251,589 $11.7 Billion
Q1 2023

Jul 20, 2023
BUY
$46.1 - $46.75 $1.87 Million - $1.9 Million
40,584 Added 23.2%
215,479 $10.1 Billion
Q4 2022

Jul 20, 2023
BUY
$45.19 - $46.47 $1.54 Million - $1.58 Million
34,002 Added 24.13%
174,895 $8.06 Billion
Q3 2022

Jul 20, 2023
BUY
$45.55 - $47.51 $5.73 Million - $5.98 Million
125,855 Added 836.91%
140,893 $6.48 Billion
Q2 2022

Jul 20, 2023
BUY
$46.22 - $47.82 $695,056 - $719,117
15,038 New
15,038 $705 Million

Others Institutions Holding DFSD

# of Institutions
260
Shares Held
49.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email