ETF Holders

Rockwood Wealth Management, LLC ETF holdings

New Hope, PA

Reported $1.6B in 116 ETFs in its Form 13F for June 30, 2026.

ETF value
$1.6B
ETFs held
116
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
99.4%
of $1.6B

Top 10 of 116 ETF holdings

TickerFundValueSharesChange
DFACDimensional U.S. Core Equity 2 ETF$547.3M12,338,697+261,034 shares
AVDEAvantis International Equity ETF$282.4M3,165,871+157,756 shares
MEARiShares Short Maturity Municipal Bond Active ETF$119.4M2,370,376+93,957 shares
DFEMDimensional Emerging Markets Core Equity 2 ETF$87.7M2,156,982−97,415 shares
AVUSAvantis US Equity ETF$77.6M605,983−8,507 shares
SPSBState Street SPDR Portfolio Short Term Corporate Bond Index ETF$76.8M2,559,277+151,122 shares
DFICDimensional International Core Equity 2 ETF$66.1M1,772,707−1,485 shares
AVEMAvantis Emerging Markets Equity ETF$60.6M627,972+81,929 shares
SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF$35.9M1,073,166+68,585 shares
DFGRDimensional Global Real Estate ETF$33.4M1,152,153+145,642 shares
106 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001983670. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Rockwood Wealth Management, LLC own?

Rockwood Wealth Management, LLC reported 116 ETF positions worth $1.6B in its Form 13F for June 30, 2026. The largest was DFAC, at $547.3M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.