Rockwood Wealth Management, LLC Incresed Positions in Q3 2025

Rockwood Wealth Management, LLC

  • $1.25 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
360K
+ 3.37%
$36.04 - $38.78 $13M - $14M
11M $425B
AVDE
American Centy ETF Tr Avantis

ETFs
261K
+ 10.26%
$73.24 - $79.04 $19.1M - $20.7M
2.81M $222B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
251K
+ 15.59%
$29.55 - $32.52 $7.42M - $8.17M
1.86M $59.7B
MEAR
Blackrock Short Maturity Munic

ETFs
119K
+ 6.25%
$50.17 - $50.56 $5.98M - $6.03M
2.03M $102B
Dimensional ETF Trust
178K
+ 33.24%
N/A
713K $19.5B
SPSB
Spdr Portfolio Short Term Corp

ETFs
89.2K
+ 4.36%
$30.02 - $30.29 $2.68M - $2.7M
2.13M $64.6B
SPIB
Spdr Portfolio Intermediate Te

ETFs
50.3K
+ 6.05%
$33.26 - $34.01 $1.67M - $1.71M
882K $29.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
421
+ 2.34%
$567.77 - $614.76 $239K - $259K
18.4K $11.3B
DFAT
Dimensional ETF Tr U S Target

ETFs
9.02K
+ 32.28%
$53.36 - $59.69 $481K - $538K
37K $2.15B
VTI
Vanguard Total Stock Market Et

ETFs
45
+ 0.26%
$303.93 - $329.86 $13.7K - $14.8K
17.2K $5.64B
IEFA
Ishares Tr

ETFs
2.18K
+ 12.39%
$81.7 - $87.53 $178K - $191K
19.8K $1.73B
VGSH
Vanguard

ETFs
3.56K
+ 51.76%
$58.43 - $58.88 $208K - $210K
10.5K $615M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.19K
+ 59.15%
$135.0 - $146.02 $161K - $174K
3.2K $466M
IVW
Ishares S&P 500 Growth ETF

ETFs
777
+ 8.58%
$108.97 - $121.65 $84.7K - $94.5K
9.83K $1.19B
Dimensional ETF Trust
1.3K
+ 5.16%
N/A
26.5K $1.55B
DFSU
Dimensional ETF Tr Dimen Us Su
3.7K
+ 70.97%
N/A
8.92K $379M
UVE
Universal Insurance Holdings, Inc.

Financial Services
7.5K
+ 45.78%
$22.93 - $27.36 $172K - $205K
23.9K $628M
QQQ
Invesco Qqq Trust, Series 1

ETFs
36
+ 1.34%
$546.99 - $602.2 $19.7K - $21.7K
2.72K $1.63B
AVUV
American Centy ETF Tr Avantis

ETFs
107
+ 0.64%
$90.37 - $102.12 $9.67K - $10.9K
16.8K $1.67B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
522
+ 2.08%
$49.43 - $54.52 $25.8K - $28.5K
25.6K $1.39B
VO
Vanguard Mid Cap ETF

ETFs
155
+ 2.59%
$279.83 - $293.74 $43.4K - $45.5K
6.14K $1.8B
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.78K
+ 35.86%
$35.76 - $37.93 $99.5K - $106K
10.5K $398M
IVE
Ishares S&P 500 Value ETF

ETFs
385
+ 28.48%
$194.44 - $206.51 $74.9K - $79.5K
1.74K $359M
GLD
Spdr Gold Trust

ETFs
125
+ 14.86%
$300.96 - $355.47 $37.6K - $44.4K
966 $343M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
947
+ 6.04%
$78.11 - $79.07 $74K - $74.9K
16.6K $1.31B
IWM
Ishares Russell 2000 ETF

ETFs
138
+ 8.48%
$214.92 - $244.84 $29.7K - $33.8K
1.77K $427M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.02%
$72.65 - $78.68 $218 - $236
12.4K $971M
EFA
Ishares Tr Msci Eafe ETF

ETFs
104
+ 1.7%
$87.29 - $93.61 $9.08K - $9.74K
6.2K $579M
IDEV
Ishares Core Msci Intl Develop

ETFs
14
+ 0.18%
$74.68 - $80.26 $1.05K - $1.12K
7.7K $618M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
93
+ 3.01%
$68.24 - $73.73 $6.35K - $6.86K
3.18K $234M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
40
+ 0.83%
$75.26 - $80.19 $3.01K - $3.21K
4.88K $389M
VCIT
Vanguard Intermediate Term Cor

ETFs
60
+ 1.15%
$81.75 - $84.54 $4.91K - $5.07K
5.28K $444M
ET
Energy Transfer LP

Energy
501
+ 0.38%
$17.11 - $18.16 $8.57K - $9.1K
132K $2.26B
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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