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 $1.58B across 132 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($547.3M, 34.59%), AVDE ($282.4M, 17.85%), MEAR ($119.4M, 7.55%), DFEM ($87.7M, 5.54%), AVUS ($77.6M, 4.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $547.3M | 34.59% | 12.3M | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $282.4M | 17.85% | 3.2M | Added |
| 3 | MEAR | ISHARES U S ETF TR | $119.4M | 7.55% | 2.4M | Added |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $87.7M | 5.54% | 2.2M | Trimmed |
| 5 | AVUS | AMERICAN CENTY ETF TR | $77.6M | 4.90% | 605,983 | Trimmed |
| 6 | SPSB | SPDR SERIES TRUST | $76.8M | 4.85% | 2.6M | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $66.1M | 4.17% | 1.8M | Trimmed |
| 8 | AVEM | AMERICAN CENTY ETF TR | $60.6M | 3.83% | 627,972 | Added |
| 9 | SPIB | SPDR SERIES TRUST | $35.9M | 2.27% | 1.1M | Added |
| 10 | DFGR | DIMENSIONAL ETF TRUST | $33.4M | 2.11% | 1.2M | Added |
| 11 | MUB | ISHARES TR | $30.3M | 1.92% | 281,594 | Trimmed |
| 12 | VNQ | VANGUARD INDEX FDS | $16.6M | 1.05% | 171,815 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $12.9M | 0.82% | 18,813 | Added |
| 14 | VNQI | VANGUARD INTL EQUITY INDEX F | $9.7M | 0.61% | 216,035 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $7.0M | 0.44% | 18,804 | Added |
| 16 | IVV | ISHARES TR | $6.2M | 0.39% | 8,273 | Added |
| 17 | SUB | ISHARES TR | $5.2M | 0.33% | 48,970 | Trimmed |
| 18 | DFAR | DIMENSIONAL ETF TRUST | $4.0M | 0.25% | 153,284 | Trimmed |
| 19 | DFAX | DIMENSIONAL ETF TRUST | $3.7M | 0.24% | 101,538 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 0.22% | 4,622 | Added |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $3.3M | 0.21% | 41,149 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $3.2M | 0.20% | 37,269 | Added |
| 23 | IJH | ISHARES TR | $3.0M | 0.19% | 39,429 | Added |
| 24 | VGSH | VANGUARD SCOTTSDALE FDS | $2.9M | 0.18% | 49,027 | Added |
| 25 | IEFA | ISHARES TR | $2.6M | 0.16% | 26,712 | Added |
Source: SEC Form 13F filings · as of 2026-06-30