Rockwood Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Rockwood Wealth Management, LLC
- $909 Billion
- Q3 2024
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 9,345,272 shares of DFAC stock, worth $325 Million. This represents 35.26% of its overall portfolio holdings.
Number of Shares
9,345,272
Previous 9,185,348
1.74%
Holding current value
$325 Million
Previous $296 Billion
8.21%
% of portfolio
35.26%
Previous 36.06%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
894Shares Held
715MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.86 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.66 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.3 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$614 Million0.29% of portfolio