Rockwood Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 26, 2024
Value $
$821M
Signature - Title
Megan J. Lottier - Chief Compliance Officer
Location
6464 Lower York Road, New Hope, Pennsylvania
Holdings Value

List of Other Managers Reporting for Rockwood Wealth Management, LLC:

Name Holdings Value Location File Number
DIMENSIONAL FUND ADVISORS LP $383B Austin, Texas 028-01186
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 87 $821M +$51.8M -$5.26M +$46.5M DFAC, AVDE, MEAR, AVUS, DFIC 13F-HR 7/26/2024, 03:20 PM
Q1 2024 80 $774M +$61.5M -$6.07M +$55.4M DFAC, AVDE, MEAR, AVUS, DFIC 13F-HR 4/22/2024, 05:30 PM
Q4 2023 79 $683M +$41.5M -$8.3M +$33.2M DFAC, AVDE, MEAR, DFIC, AVUS 13F-HR 1/17/2024, 10:30 AM
Q3 2023 68 $596M +$40.6M -$4M +$36.6M DFAC, AVDE, MEAR, VTEB, AVUS 13F-HR 10/10/2023, 04:30 PM
Q2 2023 76 $583M +$60.8M -$1.19M +$59.6M DFAC, AVDE, MEAR, AVUS, VTEB 13F-HR 7/20/2023, 01:21 PM
Q1 2023 70 $506M +$63.5M -$2.93M +$60.6M DFAC, AVDE, MEAR, AVUS, DFIC 13F-HR 7/20/2023, 01:20 PM
Q4 2022 70 $428M +$93.3M -$1.96M +$91.3M DFAC, AVDE, AVUS, MEAR, DFIC 13F-HR 7/20/2023, 01:19 PM
Q3 2022 71 $313M +$116M -$1.59M +$114M DFAC, AVDE, AVUS, MEAR, VTEB 13F-HR 7/20/2023, 01:18 PM
Q2 2022 73 $214M +$43.7M -$5.21M +$38.5M DFAC, AVDE, AVUS, VNQ, VOO 13F-HR 7/20/2023, 01:17 PM
Q1 2022 73 $209M +$32M -$1.26M +$30.7M DFAC, VOO, VNQ, DFAX, VCSH 13F-HR 7/20/2023, 01:16 PM
Q4 2021 118 $225M DFAC, AAPL, VNQ, DFAX, VOO 13F-HR 7/20/2023, 01:15 PM