§ 13F · FUND PROFILE
Rockwood Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1136.5T (13F)Positions · 106Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 11.60M | $459.2T | 34.2% | +5% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 2.94M | $241.6T | 18.0% | +5% |
| 3 | MEAR | ISHARES U S ETF TR | 2.19M | $110.3T | 8.2% | +8% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 2.09M | $69.2T | 5.2% | +12% |
| 5 | SPSB | SPDR SERIES TRUST | 2.24M | $67.7T | 5.0% | +5% |
| 6 | AVUS | AMERICAN CENTY ETF TR | 576K | $64.4T | 4.8% | −1% |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 1.74M | $60.0T | 4.5% | −5% |
| 8 | AVEM | AMERICAN CENTY ETF TR | 531K | $40.9T | 3.0% | ±0% |
| 9 | SPIB | SPDR SERIES TRUST | 942K | $31.8T | 2.4% | +7% |
| 10 | MUB | ISHARES TR | 296K | $31.7T | 2.4% | ±0% |
§ 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 $1136549.8 trillion in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed