Rockwood Wealth Management, LLC Incresed Positions in Q1 2025

Rockwood Wealth Management, LLC

  • $981 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
187K
+ 7.06%
$60.63 - $68.55 $11.4M - $12.9M
2.84M $189B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
341K
+ 26.34%
$25.35 - $27.46 $8.65M - $9.37M
1.64M $43.3B
MEAR
Blackrock Short Maturity Munic

ETFs
174K
+ 10.75%
$49.97 - $50.36 $8.68M - $8.75M
1.79M $89.9B
SPSB
Spdr Portfolio Short Term Corp

ETFs
183K
+ 10.23%
$29.82 - $30.1 $5.46M - $5.51M
1.97M $59.4B
SPIB
Spdr Portfolio Intermediate Te

ETFs
138K
+ 20.82%
$32.5 - $33.3 $4.49M - $4.6M
801K $26.6B
DFIC
Dimensional ETF Tr Dimensional

ETFs
55.1K
+ 4.01%
$25.54 - $28.79 $1.41M - $1.59M
1.43M $39.7B
Dimensional ETF Trust
125K
+ 206.28%
N/A
185K $4.87B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.9K
+ 27.01%
$507.05 - $563.67 $2.48M - $2.76M
23K $11.8B
AVUS
American Centy ETF Tr Avantis

ETFs
25.8K
+ 7.12%
$90.7 - $101.57 $2.34M - $2.62M
388K $35.8B
VGIT
Vanguard Intermediate Term Tre

ETFs
5.62K
+ 82.81%
$57.44 - $59.3 $323K - $333K
12.4K $737M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.51K
+ 93.67%
$58.81 - $68.2 $265K - $308K
9.33K $558M
VO
Vanguard Mid Cap ETF

ETFs
972
+ 17.53%
$251.87 - $277.95 $245K - $270K
6.52K $1.69B
DVY
Ishares Tr

ETFs
1.49K
+ 54.02%
$128.58 - $138.1 $192K - $206K
4.25K $571M
VTV
Vanguard Value ETF

ETFs
913
+ 18.07%
$167.73 - $179.21 $153K - $164K
5.97K $1.03B
VB
Vanguard Small Cap ETF

ETFs
1.12K
+ 23.06%
$217.89 - $252.64 $244K - $283K
5.98K $1.33B
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.1K
+ 51.83%
$21.75 - $24.28 $154K - $172K
20.8K $459M
IEFA
Ishares Tr

ETFs
550
+ 3.21%
$69.57 - $78.65 $38.3K - $43.3K
17.7K $1.34B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.27K
+ 34.41%
$27.01 - $28.54 $88.4K - $93.4K
12.8K $357M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.24K
+ 27.98%
$39.96 - $43.3 $89.4K - $96.8K
10.2K $421M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
851
+ 22.17%
$63.07 - $73.5 $53.7K - $62.5K
4.69K $329M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.46K
+ 25.39%
$67.03 - $74.61 $98.1K - $109K
7.23K $491M
GLD
Spdr Gold Trust

ETFs
87
+ 8.66%
$243.19 - $288.14 $21.2K - $25.1K
1.09K $315M
DOMO
Domo, Inc.

Technology
7.51K
+ 55.71%
$6.62 - $9.15 $49.7K - $68.7K
21K $163M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.59K
+ 8.6%
$57.21 - $65.8 $205K - $236K
45.4K $2.65B
AVDV
American Centy ETF Tr Avantis

ETFs
349
+ 8.04%
$63.74 - $71.96 $22.2K - $25.1K
4.69K $327M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
819
+ 18.82%
$49.78 - $53.19 $40.8K - $43.6K
5.17K $264M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
755
+ 6.41%
$11.96 - $13.56 $9.03K - $10.2K
12.5K $161M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18
+ 1.03%
$468.34 - $539.52 $8.43K - $9.71K
1.77K $830M
AVUV
American Centy ETF Tr Avantis

ETFs
700
+ 4.37%
$84.95 - $100.62 $59.5K - $70.4K
16.7K $1.46B
DFAT
Dimensional ETF Tr U S Target

ETFs
143
+ 0.34%
$50.44 - $58.1 $7.21K - $8.31K
42.8K $2.2B
VGT
Vanguard Information Technolog

ETFs
81
+ 3.27%
$543.24 - $646.34 $44K - $52.4K
2.56K $1.39B
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 0.62%
$554.06 - $615.85 $29.9K - $33.3K
8.74K $4.91B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
447K
+ 4.6%
$32.42 - $36.13 $14.5M - $16.1M
10.2M $335B
Activity Summary
Buys All Purchases 40 New Holdings 6 Increased Positions 34 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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