Rockwood Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
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 1,430,154 shares of DFIC stock, worth $40.3 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
1,430,154
Previous 1,375,069
4.01%
Holding current value
$40.3 Million
Previous $35.5 Billion
11.9%
% of portfolio
4.05%
Previous 3.83%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio