13F Filings History of Rockwood Wealth Management, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$1,341,163,289
Signature - Title
Megan J. Lottier - Chief Compliance Officer
Location
New Hope, PA
Summary
This page shows a list of all the recent 13F filings made by Rockwood Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rockwood Wealth Management, LLC reported 119 stock holdings with total value $1,341,163,289 as of Q4 2025. Top holdings included DFAC, AVDE, MEAR, DFEM, and SPSB.

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Holdings Value

List of Other Managers Reporting for Rockwood Wealth Management, LLC:

Name Holdings Value Location File Number
DIMENSIONAL FUND ADVISORS LP $476,723,646,972 Austin, TX 028-01186
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 119 $1,341,163,289 +$69,655,911 -$7,362,371 +$62,293,540 DFAC, AVDE, MEAR, DFEM, SPSB 13F-HR 29 Jan 2026, 08:30
Q3 2025 108 $1,251,381,224 +$62,568,954 -$12,827,016 +$49,741,938 DFAC, AVDE, MEAR, SPSB, AVUS 13F-HR 10 Oct 2025, 17:40
Q2 2025 106 $1,136,549,758 +$124,614,965 -$44,868,259 +$79,746,706 DFAC, AVDE, MEAR, SPSB, AVUS 13F-HR 11 Jul 2025, 10:25
Q1 2025 97 $981,167,907 +$71,270,580 -$14,846,300 +$56,424,280 DFAC, AVDE, MEAR, SPSB, DFEM 13F-HR 14 Apr 2025, 10:44
Q4 2024 98 $926,081,902 +$146,014,692 -$102,549,304 +$43,465,388 DFAC, AVDE, MEAR, SPSB, DFIC 13F-HR 21 Jan 2025, 16:39
Q3 2024 89 $908,796,442 +$44,706,405 -$7,348,457 +$37,357,948 DFAC, AVDE, MEAR, DFIC, VTEB 13F-HR 16 Oct 2024, 16:10
Q2 2024 87 $821,271,947 +$51,802,822 -$5,257,062 +$46,545,760 DFAC, AVDE, MEAR, AVUS, DFIC 13F-HR 26 Jul 2024, 15:20
Q1 2024 80 $774,409,549 +$61,467,783 -$6,070,920 +$55,396,863 DFAC, AVDE, MEAR, AVUS, DFIC 13F-HR 22 Apr 2024, 17:30
Q4 2023 78 $682,511,962 +$41,500,409 -$8,304,675 +$33,195,734 DFAC, AVDE, MEAR, DFIC, AVUS 13F-HR 17 Jan 2024, 10:30
Q3 2023 67 $595,680,983 +$40,295,190 -$9,302,916 +$30,992,274 DFAC, AVDE, MEAR, VTEB, AVUS 13F-HR 10 Oct 2023, 16:30
Q2 2023 76 $582,766,874 +$60,822,639 -$1,420,867 +$59,401,772 DFAC, AVDE, MEAR, AVUS, VTEB 13F-HR 20 Jul 2023, 13:21
Q1 2023 70 $506,473,004 +$63,483,451 -$4,195,476 +$59,287,975 DFAC, AVDE, MEAR, AVUS, DFIC 13F-HR 20 Jul 2023, 13:20
Q4 2022 70 $428,334,890 +$93,304,827 -$3,541,617 +$89,763,210 DFAC, AVDE, AVUS, MEAR, DFIC 13F-HR 20 Jul 2023, 13:19
Q3 2022 70 $312,604,220 +$115,293,080 -$4,520,592 +$110,772,488 DFAC, AVDE, AVUS, MEAR, VTEB 13F-HR 20 Jul 2023, 13:18
Q2 2022 72 $213,120,507 +$43,267,617 -$8,042,507 +$35,225,110 DFAC, AVDE, AVUS, VNQ, VOO 13F-HR 20 Jul 2023, 13:17
Q1 2022 73 $208,726,842 +$32,001,052 -$39,919,625 -$7,918,573 DFAC, VOO, VNQ, DFAX, VCSH 13F-HR 20 Jul 2023, 13:16
Q4 2021 118 $225,226,291 $0 $0 $0 DFAC, AAPL, VNQ, DFAX, VOO 13F-HR 20 Jul 2023, 13:15