Rockwood Wealth Management
$1.6B 13F equity value
133 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Rockwood Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12,338,697 | $547M | 34.6% |
| AVDE | AMERICAN CENTY ETF TR | 3,165,871 | $282M | 17.9% |
| MEAR | ISHARES U S ETF TR | 2,370,376 | $119M | 7.5% |
| DFEM | DIMENSIONAL ETF TRUST | 2,156,982 | $88M | 5.5% |
| AVUS | AMERICAN CENTY ETF TR | 605,983 | $78M | 4.9% |
| SPSB | SPDR SERIES TRUST | 2,559,277 | $77M | 4.9% |
| DFIC | DIMENSIONAL ETF TRUST | 1,772,707 | $66M | 4.2% |
| AVEM | AMERICAN CENTY ETF TR | 627,972 | $61M | 3.8% |
| SPIB | SPDR SERIES TRUST | 1,073,166 | $36M | 2.3% |
| DFGR | DIMENSIONAL ETF TRUST | 1,152,153 | $33M | 2.1% |
Track Rockwood Wealth Management's 13F portfolio: $1.6B in reported holdings, 133 positions. Top holdings and quarterly changes on SentiSense.
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