Rockwood Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 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 10,165,107 shares of DFAC stock, worth $318 Million. This represents 34.18% of its overall portfolio holdings.
Number of Shares
10,165,107
Previous 9,718,387
4.6%
Holding current value
$318 Million
Previous $337 Billion
0.39%
% of portfolio
34.18%
Previous 36.35%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,067Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.79 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$569 Million0.26% of portfolio