Rockwood Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Rockwood Wealth Management, LLC
- $926 Billion
- Q4 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 9,718,387 shares of DFAC stock, worth $348 Million. This represents 36.35% of its overall portfolio holdings.
Number of Shares
9,718,387
Previous 9,345,272
3.99%
Holding current value
$348 Million
Previous $320 Billion
5.05%
% of portfolio
36.35%
Previous 35.26%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
930Shares Held
745MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio