§ 13F · FUND PROFILE
Rockwood Wealth Management, LLC.
AUM · $1.6B (13F)Positions · 132Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 12.34M | $547M | 34.6% | +2% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 3.17M | $282M | 17.8% | +5% |
| 3 | MEAR | ISHARES U S ETF TR | 2.37M | $119M | 7.5% | +4% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 2.16M | $88M | 5.5% | −4% |
| 5 | AVUS | AMERICAN CENTY ETF TR | 606K | $78M | 4.9% | −1% |
| 6 | SPSB | SPDR SERIES TRUST | 2.56M | $77M | 4.9% | +6% |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 1.77M | $66M | 4.2% | ±0% |
| 8 | AVEM | AMERICAN CENTY ETF TR | 628K | $61M | 3.8% | +15% |
| 9 | SPIB | SPDR SERIES TRUST | 1.07M | $36M | 2.3% | +7% |
| 10 | DFGR | DIMENSIONAL ETF TRUST | 1.15M | $33M | 2.1% | +14% |
§ 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 $1.6 billion in assets. The fund runs a portfolio of 132 positions.
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