Rockwood Wealth Management, LLC Reduced Holdings in Q2 2025

Rockwood Wealth Management, LLC

  • $1.14 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-72.9K
- 27.17%
$79.79 - $91.42 $5.82M - $6.66M
195K $17.4B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-113K
- 31.09%
$37.77 - $46.15 $4.26M - $5.2M
250K $11.5B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-46K
- 42.73%
$48.13 - $49.85 $2.21M - $2.29M
61.6K $3.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.03K
- 21.85%
$456.74 - $568.03 $2.3M - $2.86M
18K $10.2B
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 33.33%
$725400.0 - $809350.0 $725K - $809K
2 $1.46B
DFAT
Dimensional ETF Tr U S Target

ETFs
-14.8K
- 34.67%
$44.8 - $53.97 $664K - $800K
27.9K $1.51B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.67K
- 12.75%
$77.94 - $79.5 $442K - $451K
38.8K $3.08B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-14.2K
- 7.18%
$20.99 - $23.93 $299K - $341K
184K $4.32B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.67K
- 14.55%
$77.74 - $78.78 $208K - $210K
15.7K $1.23B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-925
- 20.0%
$90.85 - $102.31 $84K - $94.6K
3.7K $373M
ET
Energy Transfer LP

Energy
-600
- 0.46%
$15.65 - $18.93 $9.39K - $11.4K
131K $2.38B
XLE
Energy Sector Spdr

ETFs
-408
- 14.28%
$76.44 - $94.13 $31.2K - $38.4K
2.45K $208M
GLD
Spdr Gold Trust

ETFs
-251
- 22.99%
$273.71 - $316.29 $68.7K - $79.4K
841 $256M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.62K
- 3.25%
$47.09 - $48.01 $76.2K - $77.7K
48.1K $2.31B
DVY
Ishares Tr

ETFs
-235
- 5.53%
$118.37 - $134.86 $27.8K - $31.7K
4.02K $533M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-896
- 5.59%
$90.56 - $109.49 $81.1K - $98.1K
15.1K $1.66B
VO
Vanguard Mid Cap ETF

ETFs
-534
- 8.19%
$228.54 - $279.83 $122K - $149K
5.98K $1.67B
AVDE
American Centy ETF Tr Avantis

ETFs
-298K
- 10.46%
$59.32 - $74.36 $17.7M - $22.1M
2.55M $188B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-158
- 5.68%
$66.87 - $79.47 $10.6K - $12.6K
2.62K $208M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.77K
- 6.11%
$51.16 - $62.02 $142K - $172K
42.6K $2.64B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-177
- 3.42%
$45.11 - $52.34 $7.98K - $9.26K
4.99K $261M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-699
- 11.03%
$32.66 - $40.75 $22.8K - $28.5K
5.64K $228M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-400
- 9.63%
$272.36 - $339.57 $109K - $136K
3.75K $1.27B
VXF
Vanguard Extended Market ETF

ETFs
-110
- 9.42%
$150.43 - $192.71 $16.5K - $21.2K
1.06K $204M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-4
- 0.17%
$103.88 - $123.68 $416 - $495
2.33K $288M
VBR
Vanguard Small Cap Value ETF

ETFs
-79
- 2.44%
$162.76 - $195.77 $12.9K - $15.5K
3.16K $616M
VTV
Vanguard Value ETF

ETFs
-22
- 0.37%
$153.67 - $176.74 $3.38K - $3.89K
5.94K $1.05B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-247
- 3.42%
$60.34 - $74.89 $14.9K - $18.5K
6.98K $523M
AVDV
American Centy ETF Tr Avantis

ETFs
-15
- 0.32%
$61.76 - $79.32 $926 - $1.19K
4.68K $371M
DFAU
Dimensional ETF Tr

ETFs
-16
- 0.12%
$34.04 - $42.36 $545 - $678
13.1K $556M
VB
Vanguard Small Cap ETF

ETFs
-143
- 2.39%
$193.73 - $237.37 $27.7K - $33.9K
5.84K $1.38B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-437
- 10.77%
$320.42 - $424.58 $140K - $186K
3.62K $1.54B
IEFA
Ishares Tr

ETFs
-46
- 0.26%
$67.83 - $84.09 $3.12K - $3.87K
17.6K $1.47B
VGT
Vanguard Information Technolog

ETFs
-246
- 9.61%
$470.37 - $663.28 $116K - $163K
2.32K $1.54B
VUG
Vanguard Growth ETF

ETFs
-454
- 7.17%
$329.49 - $438.4 $150K - $199K
5.88K $2.58B
DFAX
Dimensional ETF Tr
-383
- 0.36%
$23.37 - $29.39 $8.95K - $11.3K
106K $3.12B
IVV
Ishares Core S&P 500 ETF

ETFs
-178
- 2.04%
$498.8 - $620.9 $88.8K - $111K
8.56K $5.31B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-25.2K
- 1.54%
$23.4 - $29.68 $589K - $747K
1.61M $47.8B
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
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