Rockwood Wealth Management, LLC Purchases in Q3 2024

Rockwood Wealth Management, LLC

  • $909 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
160K
+ 1.74%
$31.05 - $34.29 $4.97M - $5.48M
9.35M $320B
AVDE
American Centy ETF Tr Avantis

ETFs
170K
+ 7.37%
$60.09 - $67.67 $10.2M - $11.5M
2.48M $166B
VNQ
Vanguard Specialized Funds Van

ETFs
17.3K
+ 6.3%
$82.97 - $98.97 $1.44M - $1.72M
293K $28.5B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
143K
+ 17.08%
$25.21 - $28.46 $3.61M - $4.07M
980K $27.6B
DFIC
Dimensional ETF Tr Dimensional

ETFs
97.3K
+ 7.58%
$25.36 - $28.37 $2.47M - $2.76M
1.38M $38.8B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
76.4K
+ 11.91%
$49.93 - $51.15 $3.81M - $3.91M
718K $36.7B
MEAR
Blackrock Short Maturity Munic

ETFs
75.2K
+ 8.58%
$49.99 - $50.34 $3.76M - $3.79M
952K $47.9B
VNQI
Vanguard Global Ex U.S. Real

ETFs
23.8K
+ 5.99%
$40.45 - $47.24 $965K - $1.13M
422K $19.8B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
32K
+ 10.45%
$76.38 - $78.87 $2.45M - $2.52M
338K $26.6B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22.9K
+ 9.81%
$76.94 - $79.54 $1.76M - $1.82M
256K $20.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.17K
+ 13.53%
$475.2 - $527.7 $1.03M - $1.14M
18.2K $9.6B
VTI
Vanguard Total Stock Market Et

ETFs
560
+ 3.32%
$255.18 - $283.2 $143K - $159K
17.4K $4.94B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.7K
New
$95.1 - $106.76 $352K - $395K
3.7K $395M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.75K
New
$100.3 - $100.74 $377K - $378K
3.75K $378M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.58K
+ 10.33%
$105.53 - $118.34 $167K - $187K
16.9K $1.97B
VGT
Vanguard Information Technolog

ETFs
536
+ 28.6%
$514.43 - $606.85 $276K - $325K
2.41K $1.41B
SUB
Ishares Short Term National Mu

ETFs
405
+ 0.25%
$104.3 - $106.3 $42.2K - $43.1K
166K $17.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.01K
+ 9.12%
$57.32 - $62.65 $172K - $188K
36K $2.24B
NEAR
Blackrock Short Maturity Bond

ETFs
4.97K
New
$50.09 - $51.31 $249K - $255K
4.97K $255M
IEFA
Ishares Tr

ETFs
1.51K
+ 8.68%
$70.09 - $78.74 $106K - $119K
18.9K $1.48B
VXF
Vanguard Extended Market ETF

ETFs
1.17K
New
$163.98 - $182.92 $191K - $213K
1.17K $212M
XLE
Energy Sector Spdr

ETFs
2.37K
New
$84.35 - $93.39 $200K - $221K
2.37K $208M
SPY
Spdr S&P 500 ETF Trust

ETFs
234
+ 13.92%
$517.38 - $573.86 $121K - $134K
1.92K $1.1B
VB
Vanguard Small Cap ETF

ETFs
276
+ 5.29%
$214.77 - $237.72 $59.3K - $65.6K
5.5K $1.3B
DFAT
Dimensional ETF Tr U S Target

ETFs
5
+ 0.01%
$51.0 - $57.07 $255 - $285
42.6K $2.37B
VV
Vanguard Large Cap ETF

ETFs
451
+ 19.31%
$236.92 - $263.4 $107K - $119K
2.79K $734M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.82K
+ 14.52%
$28.25 - $31.7 $79.7K - $89.4K
22.3K $685M
VTV
Vanguard Value ETF

ETFs
354
+ 10.07%
$159.75 - $174.57 $56.6K - $61.8K
3.87K $676M
AVUV
American Centy ETF Tr Avantis

ETFs
110
+ 0.69%
$88.24 - $99.7 $9.71K - $11K
16K $1.54B
XLK
Technology Sector Spdr

ETFs
441
+ 39.2%
$197.34 - $237.68 $87K - $105K
1.57K $354M
VIG
Vanguard Dividend Appreciation

ETFs
185
+ 5.55%
$182.15 - $182.15 $33.7K - $33.7K
3.52K $696M
VBR
Vanguard Small Cap Value ETF

ETFs
31
+ 1.01%
$179.99 - $201.6 $5.58K - $6.25K
3.1K $622M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
352
+ 3.49%
$60.84 - $67.51 $21.4K - $23.8K
10.5K $706M
IWD
Ishares Russell 1000 Val ETF

ETFs
130
+ 6.31%
$173.36 - $189.8 $22.5K - $24.7K
2.19K $416M
IWP
Ishares Russell Mid Cap Growth

ETFs
108
+ 2.02%
$103.87 - $117.59 $11.2K - $12.7K
5.45K $639M
DFIS
Dimensional ETF Tr Dimensional

ETFs
55
+ 0.29%
$24.06 - $26.97 $1.32K - $1.48K
18.8K $506M
IWM
Ishares Russell 2000 ETF

ETFs
22
+ 1.31%
$200.87 - $224.6 $4.42K - $4.94K
1.71K $377M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
56
+ 1.85%
$77.02 - $85.06 $4.31K - $4.76K
3.08K $260M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.06%
$59.25 - $65.33 $178 - $196
4.82K $312M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3
+ 0.07%
$48.51 - $52.86 $146 - $159
4.36K $231M
NOTV
Inotiv, Inc.

Healthcare
10K
New
$1.28 - $2.26 $12.8K - $22.6K
10K $17M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
6
+ 0.16%
$65.06 - $71.72 $390 - $430
3.81K $271M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.11%
$434.77 - $502.96 $870 - $1.01K
1.74K $850M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
70
+ 0.72%
$25.73 - $28.81 $1.8K - $2.02K
9.78K $278M
ET
Energy Transfer LP

Energy
151
+ 0.12%
$15.43 - $16.44 $2.33K - $2.48K
128K $2.06B
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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