§ 13F · FUND PROFILE
Rockwood Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3B (13F)Positions · 108Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 12.08M | $469M | 33.6% | +4% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 3.01M | $255M | 18.3% | +2% |
| 3 | MEAR | ISHARES U S ETF TR | 2.28M | $115M | 8.2% | +4% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 2.25M | $78M | 5.6% | +8% |
| 5 | SPSB | SPDR SERIES TRUST | 2.41M | $72M | 5.2% | +7% |
| 6 | AVUS | AMERICAN CENTY ETF TR | 614K | $68M | 4.9% | +7% |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 1.77M | $63M | 4.5% | +2% |
| 8 | AVEM | AMERICAN CENTY ETF TR | 546K | $44M | 3.1% | +3% |
| 9 | SPIB | SPDR SERIES TRUST | 1.00M | $34M | 2.4% | +7% |
| 10 | MUB | ISHARES TR | 292K | $31M | 2.2% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROCKWOOD SIGNAL
AC read
Rockwood Wealth Management, LLC is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed