Rockwood Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Rockwood Wealth Management, LLC
- $909 Billion
- Q3 2024
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 412,653 shares of DFSD stock, worth $19.3 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
412,653
Previous 372,378
10.82%
Holding current value
$19.3 Million
Previous $17.5 Billion
12.56%
% of portfolio
2.17%
Previous 2.13%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.8 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio