Rockwood Wealth Management
$1.4B Assets Reported
125 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12,077,663 | $469M | 33.6% |
| AVDE | AMERICAN CENTY ETF TR | 3,008,115 | $255M | 18.3% |
| MEAR | ISHARES U S ETF TR | 2,276,419 | $115M | 8.2% |
| DFEM | DIMENSIONAL ETF TRUST | 2,254,397 | $78M | 5.6% |
| SPSB | SPDR SERIES TRUST | 2,408,155 | $72M | 5.2% |
| AVUS | AMERICAN CENTY ETF TR | 614,490 | $68M | 4.9% |
| DFIC | DIMENSIONAL ETF TRUST | 1,774,192 | $63M | 4.5% |
| AVEM | AMERICAN CENTY ETF TR | 546,043 | $44M | 3.2% |
| SPIB | SPDR SERIES TRUST | 1,004,581 | $34M | 2.4% |
| MUB | ISHARES TR | 291,745 | $31M | 2.2% |
Track Rockwood Wealth Management's 13F portfolio: $1.4B in reported holdings, 125 positions. Top holdings, AUM, and quarterly changes on SentiSense.