The Analysis of Rockwood Wealth Management, LLC's Holdings
Currently, Rockwood Wealth Management, LLC holds 119 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in DFAC (+576.6K shares, valued at $22.8M), AVDE (+127.1K shares, valued at $10.5M), MEAR (+163.6K shares, valued at $8.2M); decreased their positions in DFIC (-98.6K shares, valued at $3.4M), N/A (-1.3K shares, valued at $801.5K), AVUS (-7.0K shares, valued at $787.7K); initiated new positions in N/A (+19.1K shares, valued at $1.7M), VEU (+6.3K shares, valued at $460.0K), CAOS (+4.2K shares, valued at $373.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST11.6M shares5.23%2025-12-312026-01-29
AVDE AMERICAN CENTY ETF TR2.9M shares4.53%2025-12-312026-01-29 MEAR ISHARES U S ETF TR2.2M shares8.07%2025-12-312026-01-29 DFEM DIMENSIONAL ETF TRUST2.1M shares12.38%2025-12-312026-01-29 SPSB SPDR SERIES TRUST2.2M shares5.06%2025-12-312026-01-29 AVUS AMERICAN CENTY ETF TR575.8K shares-1.21%2025-12-312026-01-29 DFIC DIMENSIONAL ETF TRUST1.7M shares-5.36%2025-12-312026-01-29 AVEM AMERICAN CENTY ETF TR530.7K shares0.06%2025-12-312026-01-29 SPIB SPDR SERIES TRUST941.6K shares6.81%2025-12-312026-01-29 MUB ISHARES TR296.3K shares0.33%2025-12-312026-01-29 DFGR DIMENSIONAL ETF TRUST901.2K shares26.41%2025-12-312026-01-29 VNQ VANGUARD INDEX FDS179.1K shares-1.85%2025-12-312026-01-29 VNQI VANGUARD INTL EQUITY INDEX F228.0K shares-2.10%2025-12-312026-01-29 VTI VANGUARD INDEX FDS17.1K shares-0.58%2025-12-312026-01-29 IVV ISHARES TR7.8K shares2.56%2025-12-312026-01-29 SUB ISHARES TR49.5K shares0.68%2025-12-312026-01-29 DFAR DIMENSIONAL ETF TRUST166.8K shares-4.80%2025-12-312026-01-29 DFAX DIMENSIONAL ETF TRUST103.1K shares-2.67%2025-12-312026-01-29 VUG VANGUARD INDEX FDS6.4K shares8.87%2025-12-312026-01-29 VCSH VANGUARD SCOTTSDALE FDS37.8K shares-0.75%2025-12-312026-01-29 IJH ISHARES TR41.7K shares16.21%2025-12-312026-01-29 VTEB VANGUARD MUN BD FDS54.6K shares4.98%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR3.8K shares83.67%2025-12-312026-01-29 VGT VANGUARD WORLD FD3.1K shares53.50%2025-12-312026-01-29 DFAT DIMENSIONAL ETF TRUST37.5K shares1.39%2025-12-312026-01-29 DFSD DIMENSIONAL ETF TRUST46.1K shares-4.17%2025-12-312026-01-29 ET ENERGY TRANSFER L P131.2K shares-0.31%2025-12-312026-01-29 IJR ISHARES TR15.2K shares0.39%2025-12-312026-01-29 IEFA ISHARES TR20.1K shares1.38%2025-12-312026-01-29 VO VANGUARD INDEX FDS6.2K shares0.78%2025-12-312026-01-29 EA SERIES TRUST EA SERIES TRUST19.1K sharesnew addition2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR16.7K shares-0.93%2025-12-312026-01-29 DXUV DIMENSIONAL ETF TRUST27.1K shares2.18%2025-12-312026-01-29 DFSV DIMENSIONAL ETF TRUST49.0K shares4.89%2025-12-312026-01-29 IWF ISHARES TR3.4K shares-6.51%2025-12-312026-01-29 DFAS DIMENSIONAL ETF TRUST22.3K shares0.00%2025-12-312026-01-29 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-29 VB VANGUARD INDEX FDS5.8K shares0.64%2025-12-312026-01-29 VWO VANGUARD INTL EQUITY INDEX F27.9K shares8.77%2025-12-312026-01-29 VTV VANGUARD INDEX FDS7.0K shares18.49%2025-12-312026-01-29 IWB ISHARES TR3.5K shares-6.21%2025-12-312026-01-29 BSV VANGUARD BD INDEX FDS16.6K shares-0.52%2025-12-312026-01-29 IVW ISHARES TR9.8K shares0.00%2025-12-312026-01-29 VIG VANGUARD SPECIALIZED FUNDS4.6K shares31.66%2025-12-312026-01-29 VGIT VANGUARD SCOTTSDALE FDS16.0K shares50.56%2025-12-312026-01-29 SPYM SPDR SERIES TRUST11.9K shares-4.09%2025-12-312026-01-29 EPD ENTERPRISE PRODS PARTNERS L29.2K shares0.00%2025-12-312026-01-29 VGSH VANGUARD SCOTTSDALE FDS15.5K shares48.49%2025-12-312026-01-29 VV VANGUARD INDEX FDS2.6K shares-2.97%2025-12-312026-01-29 UVE UNIVERSAL INS HLDGS INC23.9K shares0.00%2025-12-312026-01-29 IWP ISHARES TR5.5K shares0.00%2025-12-312026-01-29 EFA ISHARES TR7.5K shares20.47%2025-12-312026-01-29 WES WESTERN MIDSTREAM PARTNERS L16.7K shares0.00%2025-12-312026-01-29 VBR VANGUARD INDEX FDS3.1K shares-1.84%2025-12-312026-01-29 IDEV ISHARES TR7.7K shares0.00%2025-12-312026-01-29 DFIS DIMENSIONAL ETF TRUST19.0K shares0.00%2025-12-312026-01-29 DFAU DIMENSIONAL ETF TRUST13.1K shares0.00%2025-12-312026-01-29 DFUS DIMENSIONAL ETF TRUST8.1K shares0.00%2025-12-312026-01-29 DVY ISHARES TR4.0K shares0.00%2025-12-312026-01-29 SCHX SCHWAB STRATEGIC TR20.8K shares0.24%2025-12-312026-01-29 ENB ENBRIDGE INC10.9K shares0.00%2025-12-312026-01-29 ITOT ISHARES TR3.2K shares1.34%2025-12-312026-01-29 DUHP DIMENSIONAL ETF TRUST12.2K shares16.14%2025-12-312026-01-29 VEU VANGUARD INTL EQUITY INDEX F6.3K sharesnew addition2025-12-312026-01-29 IWD ISHARES TR2.2K shares-8.78%2025-12-312026-01-29 DFSU DIMENSIONAL ETF TRUST10.4K shares16.67%2025-12-312026-01-29 GLD SPDR GOLD TR1.1K shares17.60%2025-12-312026-01-29 IGSB ISHARES TR8.3K shares0.00%2025-12-312026-01-29 AVDV AMERICAN CENTY ETF TR4.7K shares0.00%2025-12-312026-01-29 VCIT VANGUARD SCOTTSDALE FDS5.2K shares-1.14%2025-12-312026-01-29 IWM ISHARES TR1.7K shares-3.97%2025-12-312026-01-29 SPTM SPDR SERIES TRUST5.0K shares-25.98%2025-12-312026-01-29 VGK VANGUARD INTL EQUITY INDEX F4.9K shares0.00%2025-12-312026-01-29 PWV INVESCO EXCHANGE TRADED FD T6.0K shares0.00%2025-12-312026-01-29 IWV ISHARES TR1.0K shares0.00%2025-12-312026-01-29 DOMO DOMO INC46.7K shares0.00%2025-12-312026-01-29 NOBL PROSHARES TR3.7K shares0.00%2025-12-312026-01-29 INTF ISHARES TR10.0K shares0.00%2025-12-312026-01-29 DFUV DIMENSIONAL ETF TRUST8.0K shares-0.79%2025-12-312026-01-29 CAOS EA SERIES TRUST4.2K sharesnew addition2025-12-312026-01-29 IVE ISHARES TR1.7K shares0.06%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR2.5K shares100.00%2025-12-312026-01-29 IWR ISHARES TR3.7K sharesnew addition2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares55.69%2025-12-312026-01-29 MGK VANGUARD WORLD FD813 shares31.55%2025-12-312026-01-29 DFEV DIMENSIONAL ETF TRUST9.8K shares0.00%2025-12-312026-01-29 IJJ ISHARES TR2.3K shares0.00%2025-12-312026-01-29 USMV ISHARES TR3.2K shares5.22%2025-12-312026-01-29 DFVX DIMENSIONAL ETF TRUST4.0K shares0.00%2025-12-312026-01-29 PHYS SPROTT ASSET MANAGEMENT LP9.0K sharesnew addition2025-12-312026-01-29 VXF VANGUARD INDEX FDS1.3K shares27.03%2025-12-312026-01-29 GDX VANECK ETF TRUST3.1K sharesnew addition2025-12-312026-01-29 RY ROYAL BK CDA1.5K shares2.80%2025-12-312026-01-29 SHOP SHOPIFY INC1.6K shares3.05%2025-12-312026-01-29 BIV VANGUARD BD INDEX FDS3.3K shares0.00%2025-12-312026-01-29 DISV DIMENSIONAL ETF TRUST6.7K shares0.00%2025-12-312026-01-29 DFIV DIMENSIONAL ETF TRUST5.1K shares-9.89%2025-12-312026-01-29 CECO CECO ENVIRONMENTAL CORP4.2K shares0.00%2025-12-312026-01-29 MDY SPDR S&P MIDCAP 400 ETF TR400 shares0.00%2025-12-312026-01-29 IDV ISHARES TR6.1K sharesnew addition2025-12-312026-01-29 MDLZ MONDELEZ INTL INC4.4K shares-4.73%2025-12-312026-01-29 SMH VANECK ETF TRUST644 shares-0.16%2025-12-312026-01-29 VXUS VANGUARD STAR FDS3.1K shares-4.02%2025-12-312026-01-29 XLE SELECT SECTOR SPDR TR5.0K sharesnew addition2025-12-312026-01-29 IJK ISHARES TR2.3K sharesnew addition2025-12-312026-01-29 KWR QUAKER HOUGHTON1.6K shares-15.63%2025-12-312026-01-29 VEA VANGUARD TAX-MANAGED FDS3.4K sharesnew addition2025-12-312026-01-29 VYM VANGUARD WHITEHALL FDS1.5K shares0.00%2025-12-312026-01-29 SPYV SPDR SERIES TRUST3.6K shares-28.13%2025-12-312026-01-29 IHI ISHARES TR3.3K sharesnew addition2025-12-312026-01-29 DFSI DIMENSIONAL ETF TRUST4.7K sharesnew addition2025-12-312026-01-29 KYN KAYNE ANDERSON ENERGY INFRST12.5K shares0.00%2025-12-312026-01-29 PGX INVESCO EXCH TRADED FD TR II10.5K sharesnew addition2025-12-312026-01-29 ACHR ARCHER AVIATION INC10.0K sharesnew addition2025-12-312026-01-29 DCGO DOCGO INC28.8K shares0.00%2025-12-312026-01-29 NOTV INOTIV INC10.0K shares0.00%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available