Rockwood Wealth Management, LLC Dimensional ETF Tr Transaction History
Rockwood Wealth Management, LLC
- $926 Billion
- Q4 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 13,147 shares of DFAU stock, worth $555,460. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,147
Previous 13,147
-0.0%
Holding current value
$555,460
Previous $522 Million
2.39%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
474Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$83.7 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.29 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$209 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$154 Million1.81% of portfolio