Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROCKWOOD WEALTH MANAGEMENT LLC | 07-26-2024 | 06-30-2024 | 87 | 821,271,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $296,135,613 | 9,185,348 | 0.04 | 0.04 | 248,822 | 2.78 | 06-30-2024 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 2 | $143,569,528 | 2,305,967 | 0.02 | 0.02 | 174,960 | 8.21 | 06-30-2024 |
| ISHARES U S ETF TR | BLACKROCK SHORT | 3 | $43,968,769 | 876,745 | 0.01 | 0.01 | 52,063 | 6.31 | 06-30-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 4 | $34,300,529 | 380,314 | 0.00 | 0.00 | -15,793 | -3.99 | 06-30-2024 |
