Rockwood Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Rockwood Wealth Management, LLC
- $1.14 Trillion
- Q2 2025
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 10,662,349 shares of DFAC stock, worth $391 Million. This represents 33.62% of its overall portfolio holdings.
Number of Shares
10,662,349
Previous 10,165,107
4.89%
Holding current value
$391 Million
Previous $335 Billion
13.95%
% of portfolio
33.62%
Previous 34.18%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,110Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.39 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$637 Million0.23% of portfolio