Rockwood Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Rockwood Wealth Management, LLC
- $1.14 Trillion
- Q2 2025
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 48,103 shares of DFSD stock, worth $2.32 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
48,103
Previous 49,721
3.25%
Holding current value
$2.32 Million
Previous $2.36 Billion
2.26%
% of portfolio
0.2%
Previous 0.24%
Shares
13 transactions
Others Institutions Holding DFSD
# of Institutions
369Shares Held
75.4MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio