Rockwood Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rockwood Wealth Management, LLC
- $1.25 Trillion
- Q3 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 46,732 shares of DFSV stock, worth $1.47 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
46,732
Previous 40,213
16.21%
Holding current value
$1.47 Million
Previous $1.18 Billion
25.73%
% of portfolio
0.12%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio