Rockwood Wealth Management, LLC
Q3 2026 13F filing
Updated 9 days ago134 disclosed positions worth $1.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $567.5M | 12.77M | 34.08% | Added(+3.5%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $297.5M | 3.30M | 17.86% | Added(+4.3%) |
| 3 | E ISHARES U S ETF TR | $113.3M | 2.28M | 6.80% | Trimmed(-3.7%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $84.1M | 2.12M | 5.05% | Trimmed(-1.8%) |
| 5 | S SPDR SERIES TRUST | $77.9M | 2.63M | 4.68% | Added(+2.9%) |
| 6 | ? N/A AMERICAN CENTY ETF TR | $76M | 593.3K | 4.56% | Trimmed(-2.1%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $66.6M | 707.8K | 4.00% | Added(+12.7%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $65.9M | 1.75M | 3.96% | Trimmed(-1.1%) |
| 9 | E ISHARES TR | $45.5M | 449.7K | 2.73% | Added(+59.7%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $35.5M | 1.31M | 2.13% | Added(+13.9%) |
| 11 | S SPDR SERIES TRUST | $35.5M | 1.10M | 2.13% | Added(+2.4%) |
| 12 | E ISHARES TR | $21.5M | 206.1K | 1.29% | Added(+320.9%) |
| 13 | V VANGUARD INDEX FDS | $14.8M | 165.5K | 0.89% | Trimmed(-3.7%) |
| 14 | V VANGUARD SCOTTSDALE FDS | $14.7M | 255.6K | 0.88% | Added(+421.3%) |
| 15 | V VANGUARD INDEX FDS | $12.6M | 17.9K | 0.76% | Trimmed(-4.6%) |
| 16 | V VANGUARD INTL EQUITY INDEX F | $8.8M | 206.2K | 0.53% | Trimmed(-4.6%) |
| 17 | V VANGUARD INDEX FDS | $7.2M | 19.3K | 0.43% | Added(+2.7%) |
| 18 | E ISHARES TR | $7.1M | 9.3K | 0.43% | Added(+12.4%) |
| 19 | V VANGUARD SCOTTSDALE FDS | $5.8M | 74.5K | 0.35% | Added(+81.0%) |
| 20 | V VANGUARD SCOTTSDALE FDS | $5.1M | 90.7K | 0.31% | Added(+276.1%) |
| 21 | D DIMENSIONAL ETF TRUST | $3.8M | 101.5K | 0.23% | Unchanged |
| 22 | ? N/A DFA INVT DIMENSIONS GROUP IN | $3.7M | 152.8K | 0.22% | — |
| 23 | V VANGUARD INDEX FDS | $3.4M | 37.6K | 0.20% | Added(+0.8%) |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $3.2M | 68.5K | 0.19% | Added(+66.9%) |
| 25 | S STATE STR SPDR S&P 500 ETF T | $3.1M | 4.1K | 0.19% | Trimmed(-11.6%) |
| 26 | E ISHARES TR | $2.8M | 39.4K | 0.17% | Unchanged |
| 27 | E ENERGY TRANSFER L P | $2.6M | 132.5K | 0.16% | Added(+0.0%) |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $2.6M | 39.2K | 0.16% | Added(+8.3%) |
| 29 | E ISHARES TR | $2.4M | 24.4K | 0.14% | Trimmed(-8.7%) |
| 30 | V VANGUARD WORLD FD | $2.3M | 18.6K | 0.14% | Unchanged |
| 31 | V VANGUARD MUN BD FDS | $2.2M | 47.2K | 0.13% | Trimmed(-8.4%) |
| 32 | Q INVESCO QQQ TR | $2.1M | 2.9K | 0.13% | Trimmed(-4.5%) |
| 33 | E ISHARES TR | $2.1M | 15.5K | 0.13% | Added(+0.4%) |
| 34 | ? N/A DFA INVT DIMENSIONS GROUP IN | $2.1M | 56.2K | 0.13% | — |
| 35 | V VANGUARD INDEX FDS | $2.1M | 26.8K | 0.13% | Added(+3.8%) |
| 36 | V VANGUARD INDEX FDS | $2M | 9.4K | 0.12% | Added(+9.9%) |
| 37 | ? N/A AMERICAN CENTY ETF TR | $2M | 17.1K | 0.12% | Unchanged |
| 38 | ? N/A DFA INVT DIMENSIONS GROUP IN | $2M | 29.9K | 0.12% | — |
| 39 | V VANGUARD INTL EQUITY INDEX F | $2M | 33.8K | 0.12% | Added(+20.1%) |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 23.0K | 0.11% | Trimmed(-2.5%) |
| 41 | V VANGUARD INDEX FDS | $1.8M | 6.2K | 0.11% | Added(+2.0%) |
| 42 | V VANGUARD SCOTTSDALE FDS | $1.7M | 21.6K | 0.10% | Added(+270.1%) |
| 43 | ? N/A AMERICAN CENTY ETF TR | $1.6M | 35.3K | 0.09% | Added(+1.0%) |
| 44 | B BERKSHIRE HATHAWAY INC DEL | $1.5M | 2 | 0.09% | Unchanged |
| 45 | E ISHARES TR | $1.5M | 3.5K | 0.09% | Added(+13.7%) |
| 46 | V VANGUARD BD INDEX FDS | $1.4M | 18.1K | 0.08% | Added(+0.5%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 27.0K | 0.07% | — |
| 48 | S SPDR SERIES TRUST | $1.2M | 13.6K | 0.07% | Added(+1.3%) |
| 49 | V VANGUARD INDEX FDS | $1.2M | 5.0K | 0.07% | Added(+51.1%) |
| 50 | B VANGUARD SPECIALIZED FUNDS | $1.1M | 4.8K | 0.07% | Added(+5.2%) |