Rockwood Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Rockwood Wealth Management, LLC

$926 Billion
Q4 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 72,035 shares of DFSD stock, worth $3.4 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

72,035

Previous 412,653 82.54%

Holding current value

$3.4 Million

Previous $19.7 Billion 82.85%

% of portfolio

0.36%

Previous 2.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$46.75 - $47.8 $15.9 Million - $16.3 Million	-340,618 Reduced 82.54%	72,035 $3.38 Billion
Q3 2024 Oct 16, 2024	BUY	$47.0 - $47.84 $1.89 Million - $1.93 Million	40,275 Added 10.82%	412,653 $19.7 Billion
Q2 2024 Jul 26, 2024	BUY	$46.64 - $47.15 $1.58 Million - $1.6 Million	33,960 Added 10.03%	372,378 $17.5 Billion
Q1 2024 Apr 22, 2024	BUY	$46.78 - $47.19 $1.95 Million - $1.97 Million	41,667 Added 14.04%	338,418 $15.9 Billion
Q4 2023 Jan 17, 2024	BUY	$46.16 - $47.09 $945,818 - $964,874	20,490 Added 7.42%	296,751 $14 Billion
Q3 2023 Oct 10, 2023	BUY	$46.24 - $46.65 $1.14 Million - $1.15 Million	24,672 Added 9.81%	276,261 $12.8 Billion
Q2 2023 Jul 20, 2023	BUY	$46.28 - $46.83 $1.67 Million - $1.69 Million	36,110 Added 16.76%	251,589 $11.7 Billion
Q1 2023 Jul 20, 2023	BUY	$46.1 - $46.75 $1.87 Million - $1.9 Million	40,584 Added 23.2%	215,479 $10.1 Billion
Q4 2022 Jul 20, 2023	BUY	$45.19 - $46.47 $1.54 Million - $1.58 Million	34,002 Added 24.13%	174,895 $8.06 Billion
Q3 2022 Jul 20, 2023	BUY	$45.55 - $47.51 $5.73 Million - $5.98 Million	125,855 Added 836.91%	140,893 $6.48 Billion
Q2 2022 Jul 20, 2023	BUY	$46.22 - $47.82 $695,056 - $719,117	15,038 New	15,038 $705 Million

Others Institutions Holding DFSD

# of Institutions

328

Shares Held

65.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Rockwood Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History