Rockwood Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Rockwood Wealth Management, LLC

  • $981 Billion
  • Q1 2025
Number of Shares
185,419
Previous 60,540 206.28%
Holding current value
$4.87 Billion
Previous $1.54 Billion 216.52%
% of portfolio
0.5%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
N/A
124,879 Added 206.28%
185,419 $4.87 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
60,540 New
60,540 $1.54 Billion
Q1 2024

Apr 22, 2024
BUY
N/A
12,283 New
12,283 $314 Million
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