Rockwood Wealth Management
Rockwood Wealth Management reported 133 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are Dimensional ETF Trust (34.1%), AVDE (17.9%) and MEAR (6.8%). Compared with Q2 2026, the fund opened new positions in DFAR, DFSV and DXUV, added to AVDE, SPSB and AVEM, trimmed MEAR, DFEM and AVUS and sold out of MINT, CECO and MDYV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $567M | 34.1% | 12.8M | +428K (+3%) | 8 of 8 | |
| 2 |  AVDE American Centy ETF TR | $297M | 17.9% | 3.3M | +135K (+4%) | 8 of 8 | |
| 3 |  MEAR Ishs Shrt Matry Muni Bndactv ETF | $113M | 6.8% | 2.3M | −88K (−4%) | 8 of 8 | |
| 4 |  DFEM Dimensional ETF Trust | $84.1M | 5.0% | 2.1M | −39K (−2%) | 8 of 8 | |
| 5 |  SPSB State Street | $77.9M | 4.7% | 2.6M | +75K (+3%) | 8 of 8 | |
| 6 |  AVUS Avantis U.s. Equity ETF | $76M | 4.6% | 593K | −13K (−2%) | 8 of 8 | |
| 7 |  AVEM American Centy ETF TR | $66.6M | 4.0% | 708K | +80K (+13%) | 8 of 8 | |
| 8 |  DFIC Dimensional Intern Core | $65.9M | 4.0% | 1.8M | −20K (−1%) | 8 of 8 | |
| 9 |  MUB Ishares TR | $45.5M | 2.7% | 450K | +168K (+60%) | 7 of 8 | |
| 10 |  DFGR Dimensional ETF Trust | $35.5M | 2.1% | 1.3M | +160K (+14%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL US REAL | $4M | 153K |
DIMENSIONAL ETF TRUST | $2.2M | 57K |
DIMENSIONAL ETF TRUST | $1.9M | 29K |
 MINT Pimco ETF TR | $626K | 6,210 |
DIMENSIONAL ETF TRUST | $536K | 13K |
🔒 Free account: see all 12.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 BUD Anheuser Busch Inbev Sa/nv | Put | $601K | 7,800 | +7,800 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rockwood Wealth Management 13F FAQ
What does Rockwood Wealth Management own?
Rockwood Wealth Management reported 133 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are Dimensional ETF Trust (34.1%), AVDE (17.9%) and MEAR (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Rockwood Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 49 added to, 31 trimmed and 12 sold out. New positions include DFAR, DFSV and DXUV. It sold all of MINT, CECO and MDYV.
When will Rockwood Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Rockwood Wealth Management's portfolio worth?
The Q3 2026 filing reports $1.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.