Rockwood Wealth Management, LLC Reduced Holdings in Q3 2025

Rockwood Wealth Management, LLC

  • $1.25 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-13K
- 6.65%
$88.47 - $93.24 $1.15M - $1.21M
182K $16.7B
MUB
Ishares National Muni Bond ETF

ETFs
-11.3K
- 3.7%
$103.24 - $106.68 $1.17M - $1.21M
295K $31.5B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-9.59K
- 15.56%
$48.5 - $50.19 $465K - $481K
52K $2.6B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-17K
- 6.8%
$45.22 - $48.34 $769K - $822K
233K $11.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.69K
- 15.7%
$62.09 - $66.51 $415K - $445K
35.9K $2.34B
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.08K
- 27.8%
$58.97 - $60.36 $241K - $247K
10.6K $637M
IVV
Ishares Core S&P 500 ETF

ETFs
-930
- 10.87%
$620.67 - $670.08 $577K - $623K
7.63K $5.11B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-8.78K
- 4.77%
$22.9 - $24.1 $201K - $212K
175K $4.18B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-669
- 1.72%
$78.96 - $80.04 $52.8K - $53.5K
38.1K $3.05B
SUB
Ishares Short Term National Mu

ETFs
-342
- 0.69%
$106.17 - $107.3 $36.3K - $36.7K
49.1K $5.25B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-51
- 0.61%
$52.39 - $53.11 $2.67K - $2.71K
8.33K $442M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-48
- 0.1%
$47.86 - $48.43 $2.3K - $2.32K
48.1K $2.32B
DFIV
Dimensional ETF Tr

ETFs
-233
- 3.98%
$42.66 - $46.53 $9.94K - $10.8K
5.62K $259M
IWD
Ishares Russell 1000 Val ETF

ETFs
-20
- 0.83%
$192.76 - $203.86 $3.86K - $4.08K
2.39K $487M
IWP
Ishares Russell Mid Cap Growth

ETFs
-8
- 0.15%
$137.51 - $145.26 $1.1K - $1.16K
5.45K $776M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-182
- 2.61%
$74.93 - $80.73 $13.6K - $14.7K
6.8K $548M
KWR
Quaker Chemical Corp

Basic Materials
-56
- 2.87%
$114.42 - $145.36 $6.41K - $8.14K
1.89K $250M
DVY
Ishares Tr

ETFs
-22
- 0.55%
$133.88 - $142.57 $2.95K - $3.14K
3.99K $568M
VB
Vanguard Small Cap ETF

ETFs
-48
- 0.82%
$237.58 - $259.17 $11.4K - $12.4K
5.79K $1.47B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12
- 0.33%
$420.11 - $472.68 $5.04K - $5.67K
3.61K $1.69B
DFAX
Dimensional ETF Tr
-181
- 0.17%
$29.25 - $31.56 $5.29K - $5.71K
106K $3.33B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-68.4K
- 3.58%
$30.76 - $33.01 $2.1M - $2.26M
1.84M $60.4B
AVEM
American Centy ETF Tr Avantis

ETFs
-22.6K
- 4.09%
$68.33 - $75.41 $1.55M - $1.71M
530K $39.8B
AVUS
American Centy ETF Tr Avantis

ETFs
-12.8K
- 2.15%
$101.2 - $109.16 $1.3M - $1.4M
583K $63.4B
Activity Summary
Buys All Purchases 43 New Holdings 9 Increased Positions 34 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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