Rockwood Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rockwood Wealth Management, LLC
- $926 Billion
- Q4 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 202,152 shares of DFAR stock, worth $4.79 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
202,152
Previous 216,352
6.56%
Holding current value
$4.79 Million
Previous $5.55 Billion
16.0%
% of portfolio
0.5%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
236Shares Held
38.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.6 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.2 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.8 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.5 Million2.99% of portfolio