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 108,025 shares of DFAX stock, worth $2.77 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
108,025
Previous 108,917
0.82%
Holding current value
$2.77 Million
Previous $2.94 Billion
8.75%
% of portfolio
0.29%
Previous 0.32%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
528Shares Held
230MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio