Institutional Fund
Rockwood Wealth Management, LLC
New Hope, PACIK 19836705 filings on record
Portfolio Value
$1.40B
Q1 2026
Holdings
117
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+4.1%
from $1.34B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust33.6%
- American Centy ETF Tr18.3%
- Ishares U S ETF Tr8.2%
- Dimensional ETF Trust5.6%
- Spdr Series Trust5.2%
- American Centy ETF Tr4.9%
- Other24.3%
Portfolio Holdings
117 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 12.08M | $469.34M | 33.6% | +478.9K | Added |
| 2 | American Centy ETF Tr | 3.01M | $255.21M | 18.3% | +72.7K | Added |
| 3 | Ishares U S ETF Tr | 2.28M | $114.59M | 8.2% | +85.3K | Added |
| 4 | Dimensional ETF Trust | 2.25M | $77.89M | 5.6% | +161.3K | Added |
| 5 | Spdr Series Trust | 2.41M | $72.41M | 5.2% | +167.6K | Added |
| 6 | American Centy ETF Tr | 614.5K | $68.32M | 4.9% | +38.6K | Added |
| 7 | Dimensional ETF Trust | 1.77M | $63.04M | 4.5% | +32.1K | Added |
| 8 | American Centy ETF Tr | 546.0K | $44.00M | 3.2% | +15.4K | Added |
| 9 | Spdr Series Trust | 1.00M | $33.69M | 2.4% | +63.0K | Added |
| 10 | Ishares Tr | 291.7K | $30.97M | 2.2% | −4.6K | Reduced |
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