account_balance
Investment manager · 13F filer · SEC CIK 1983670
Rockwood Wealth Management, LLC
Reported value$1.66Bas of Sep 30, 2026
Positions133 10 new, 8 sold out
Top 10 weight85.9%DFAC alone is 34%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
34.1%Added +3%
AVDEAmerican Centy ETF Tr
17.9%Added +4%
MEARiShares U S ETF Tr
6.8%Trimmed −4%
DFEMDimensional ETF Trust
5.1%
SPSBSPDR Series Trust
4.7%Added +3%
AVUSAmerican Centy ETF Tr
4.6%Trimmed −2%
AVEMAmerican Centy ETF Tr
4.0%Added +13%
DFICDimensional ETF Trust
4.0%
MUBiShares Tr
2.7%+60%
DFGRDimensional ETF Trust
2.1%+14%
SPIBSPDR Series Trust
2.1%
SUB
DFACDimensional ETF Trust
34.1%Added +3%
AVDEAmerican Centy ETF Tr
17.9%Added +4%
MEAR6.8%
DFEMDimensional ETF Trust
5.1%
SPSBSPDR Series Trust
4.7%
AVUS4.6%
AVEM4.0%
DFIC
MUB2.7%
DFGR2.1%
SPIB
SUB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 34.1% Added +3%
AVDE American Centy ETF Tr 17.9% Added +4%
MEAR iShares U S ETF Tr 6.8% Trimmed −4%
DFEM Dimensional ETF Trust 5.1% Held
SPSB SPDR Series Trust 4.7% Added +3%
AVUS American Centy ETF Tr 4.6% Trimmed −2%
AVEM American Centy ETF Tr 4.0% Added +13%
DFIC Dimensional ETF Trust 4.0% Held
MUB iShares Tr 2.7% Added +60%
DFGR Dimensional ETF Trust 2.1% Added +14%
SPIB SPDR Series Trust 2.1% Added +2%
SUB iShares Tr 1.3% Added +321%
What changed
Biggest moves since Jun 30, 2026
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