Rockwood Wealth Management, LLC
CIK: 0001983670Latest portfolio: $1.3B · Q4 2025
Holdings
119
Total Value
$1.3B
New Positions
14
Closed Positions
3
Top Holdings
View All 119 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 11,598,734 | $459.2M | 34.24% | +577K | |
| 2 | AVDEAMERICAN CENTY ETF TR | 2,935,460 | $241.6M | 18.02% | +127K | |
| 3 | MEARISHARES U S ETF TR | 2,191,159 | $110.3M | 8.22% | +164K | |
| 4 | DFEMDIMENSIONAL ETF TRUST | 2,093,063 | $69.2M | 5.16% | +231K | |
| 5 | SPSBSPDR SERIES TRUST | 2,240,542 | $67.7M | 5.05% | +108K | |
| 6 | AVUSAMERICAN CENTY ETF TR | 575,849 | $64.4M | 4.80% | -7,047 | |
| 7 | DFICDIMENSIONAL ETF TRUST | 1,742,063 | $60.0M | 4.48% | -98,613 | |
| 8 | AVEMAMERICAN CENTY ETF TR | 530,658 | $40.9M | 3.05% | +311 | |
| 9 | SPIBSPDR SERIES TRUST | 941,586 | $31.8M | 2.37% | +60K | |
| 10 | MUBISHARES TR | 296,324 | $31.7M | 2.37% | +962 | |
| 11 | DFGRDIMENSIONAL ETF TRUST | 901,221 | $23.8M | 1.78% | +188K | |
| 12 | VNQVANGUARD INDEX FDS | 179,054 | $15.8M | 1.18% | -3,382 | |
| 13 | VOOVANGUARD INDEX FDS | 17,140 | $10.7M | 0.80% | -1,278 | |
| 14 | VNQIVANGUARD INTL EQUITY INDEX F | 228,015 | $10.5M | 0.78% | -4,893 | |
| 15 | VTIVANGUARD INDEX FDS | 17,073 | $5.7M | 0.43% | -99 | |
| 16 | IVVISHARES TR | 7,823 | $5.4M | 0.40% | +195 | |
| 17 | SUBISHARES TR | 49,462 | $5.3M | 0.39% | +335 | |
| 18 | DFARDIMENSIONAL ETF TRUST | 166,799 | $3.8M | 0.28% | -8,410 | |
| 19 | DFAXDIMENSIONAL ETF TRUST | 103,148 | $3.4M | 0.25% | -2,830 | |
| 20 | VUGVANGUARD INDEX FDS | 6,396 | $3.1M | 0.23% | +521 | |
| 21 | VCSHVANGUARD SCOTTSDALE FDS | 37,844 | $3.0M | 0.22% | -286 | |
| 22 | IJHISHARES TR | 41,719 | $2.8M | 0.21% | +6K | |
| 23 | VTEBVANGUARD MUN BD FDS | 54,609 | $2.7M | 0.20% | +3K | |
| 24 | SPYSPDR S&P 500 ETF TR | 3,802 | $2.6M | 0.19% | +2K | |
| 25 | VGTVANGUARD WORLD FD | 3,139 | $2.4M | 0.18% | +1K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($1796172316091509504.0T)
Energy0.0% ($2162.9T)
Technology0.0% ($393.3T)
Industrials0.0% ($25.2M)
Healthcare0.0% ($255K)
Consumer Defensive0.0% ($236K)
Basic Materials0.0% ($219K)
Consumer Cyclical0.0% ($203K)
Filing History
Fund Information
Rockwood Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.3B across 119 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 34.2% of the portfolio. Compared to the previous quarter, the fund opened 14 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.