Rockwood Wealth Management, LLC Incresed Positions in Q2 2025

Rockwood Wealth Management, LLC

  • $1.14 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
497K
+ 4.89%
$29.12 - $35.84 $14.5M - $17.8M
10.7M $382B
MUB
Ishares National Muni Bond ETF

ETFs
303K
+ 8381.64%
$102.31 - $105.8 $31M - $32.1M
307K $32B
AVUS
American Centy ETF Tr Avantis

ETFs
208K
+ 53.63%
$81.38 - $100.82 $16.9M - $21M
596K $60.1B
DFIC
Dimensional ETF Tr Dimensional

ETFs
479K
+ 33.49%
$24.94 - $31.15 $11.9M - $14.9M
1.91M $59.4B
AVEM
American Centy ETF Tr Avantis

ETFs
161K
+ 41.2%
$53.08 - $68.54 $8.56M - $11.1M
553K $37.9B
Dimensional ETF Trust
350K
+ 188.57%
N/A
535K $14.4B
MEAR
Blackrock Short Maturity Munic

ETFs
119K
+ 6.62%
$49.74 - $50.27 $5.9M - $5.96M
1.91M $95.9B
SPSB
Spdr Portfolio Short Term Corp

ETFs
69.6K
+ 3.52%
$29.82 - $30.19 $2.07M - $2.1M
2.04M $61.7B
SPIB
Spdr Portfolio Intermediate Te

ETFs
30.2K
+ 3.77%
$32.62 - $33.58 $985K - $1.01M
831K $27.9B
SUB
Ishares Short Term National Mu

ETFs
11.7K
+ 30.95%
$104.77 - $106.34 $1.22M - $1.24M
49.5K $5.26B
VTI
Vanguard Total Stock Market Et

ETFs
1.04K
+ 6.46%
$243.75 - $303.93 $254K - $316K
17.1K $5.21B
QQQ
Invesco Qqq Trust, Series 1

ETFs
915
+ 51.67%
$416.06 - $551.64 $381K - $505K
2.69K $1.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
798
+ 62.74%
$496.48 - $617.85 $396K - $493K
2.07K $1.28B
DOMO
Domo, Inc.

Technology
25.7K
+ 122.64%
$6.64 - $14.63 $171K - $377K
46.7K $653M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.12K
+ 21.53%
$24.21 - $29.47 $172K - $210K
40.2K $1.18B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.29K
+ 22.67%
$58.41 - $72.69 $134K - $166K
12.4K $900M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.5K
+ 6.37%
$39.89 - $49.46 $60K - $74.3K
25.1K $1.24B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.37K
+ 28.86%
$72.96 - $90.39 $99.7K - $123K
6.1K $545M
VGSH
Vanguard

ETFs
2.5K
+ 56.93%
$58.32 - $58.95 $146K - $147K
6.89K $405M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.29K
+ 18.47%
$58.63 - $59.9 $134K - $137K
14.7K $879M
IWP
Ishares Russell Mid Cap Growth

ETFs
8
+ 0.15%
$104.34 - $138.68 $835 - $1.11K
5.46K $757M
IWD
Ishares Russell 1000 Val ETF

ETFs
220
+ 10.04%
$166.82 - $194.23 $36.7K - $42.7K
2.41K $468M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
150
+ 3.2%
$62.73 - $78.42 $9.41K - $11.8K
4.84K $375M
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.1%
$281.67 - $351.0 $282 - $351
1.04K $364M
ITOT
Ishares Core S&P Total U.S. St

ETFs
67
+ 3.45%
$108.12 - $135.04 $7.24K - $9.05K
2.01K $271M
KWR
Quaker Chemical Corp

Basic Materials
56
+ 2.96%
$97.26 - $124.36 $5.45K - $6.96K
1.95K $218M
Activity Summary
Buys All Purchases 39 New Holdings 12 Increased Positions 27 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email