Rockwood Wealth Management, LLC: 13F holdings
CIK 19836702026Q2
| Positions | 132 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 132 (+14 vs prior quarter) |
|---|
| Reported value | $1.6bn (+13.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 12,338,697 | $547.3m | 34.6% |
| AVDE AMERICAN CENTY ETF TR | 3,165,871 | $282.4m | 17.8% |
| MEAR ISHARES U S ETF TR | 2,370,376 | $119.4m | 7.5% |
| DFEM DIMENSIONAL ETF TRUST | 2,156,982 | $87.7m | 5.5% |
| AVUS AMERICAN CENTY ETF TR | 605,983 | $77.6m | 4.9% |
| SPSB SPDR SERIES TRUST | 2,559,277 | $76.8m | 4.9% |
| DFIC DIMENSIONAL ETF TRUST | 1,772,707 | $66.1m | 4.2% |
| AVEM AMERICAN CENTY ETF TR | 627,972 | $60.6m | 3.8% |
| SPIB SPDR SERIES TRUST | 1,073,166 | $35.9m | 2.3% |
| DFGR DIMENSIONAL ETF TRUST | 1,152,153 | $33.4m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1983670")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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