Rockwood Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 10,227 shares of DFUV stock, worth $392,409. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,227
Previous 7,991
27.98%
Holding current value
$392,409
Previous $326 Million
29.33%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.3 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.21 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$689 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$554 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$412 Million0.67% of portfolio