Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rockwood Wealth Management, LLC (CIK 1983670) reported $1.40B across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($469.3M, 33.59%), AVDE ($255.2M, 18.27%), MEAR ($114.6M, 8.20%), DFEM ($77.9M, 5.57%), SPSB ($72.4M, 5.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $469.3M | 33.59% | 12.1M | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $255.2M | 18.27% | 3.0M | Added |
| 3 | MEAR | ISHARES U S ETF TR | $114.6M | 8.20% | 2.3M | Added |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $77.9M | 5.57% | 2.3M | Added |
| 5 | SPSB | SPDR SERIES TRUST | $72.4M | 5.18% | 2.4M | Added |
| 6 | AVUS | AMERICAN CENTY ETF TR | $68.3M | 4.89% | 614,490 | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $63.0M | 4.51% | 1.8M | Added |
| 8 | AVEM | AMERICAN CENTY ETF TR | $44.0M | 3.15% | 546,043 | Added |
| 9 | SPIB | SPDR SERIES TRUST | $33.7M | 2.41% | 1.0M | Added |
| 10 | MUB | ISHARES TR | $31.0M | 2.22% | 291,745 | Trimmed |
| 11 | DFGR | DIMENSIONAL ETF TRUST | $26.8M | 1.91% | 1.0M | Added |
| 12 | VNQ | VANGUARD INDEX FDS | $15.6M | 1.12% | 175,751 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $10.3M | 0.74% | 17,193 | Added |
| 14 | VNQI | VANGUARD INTL EQUITY INDEX F | $9.8M | 0.70% | 220,535 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $5.8M | 0.42% | 18,094 | Added |
| 16 | SUB | ISHARES TR | $5.8M | 0.41% | 54,036 | Added |
| 17 | IVV | ISHARES TR | $5.2M | 0.37% | 7,898 | Added |
| 18 | DFAR | DIMENSIONAL ETF TRUST | $3.9M | 0.28% | 162,987 | Trimmed |
| 19 | DFAX | DIMENSIONAL ETF TRUST | $3.5M | 0.25% | 102,103 | Trimmed |
| 20 | VCSH | VANGUARD SCOTTSDALE FDS | $3.0M | 0.21% | 37,781 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $2.8M | 0.20% | 6,341 | Trimmed |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.7M | 0.19% | 4,137 | Added |
| 23 | IJH | ISHARES TR | $2.5M | 0.18% | 37,696 | Trimmed |
| 24 | VTEB | VANGUARD MUN BD FDS | $2.6M | 0.18% | 51,641 | Trimmed |
| 25 | ET | ENERGY TRANSFER L P | $2.5M | 0.18% | 131,192 | Added |
Source: SEC Form 13F filings · as of 2026-03-31