Kaufman Rossin Wealth Increases Holdings in Dimensional Funds & iShares ETFs Amid Q2 Activity
Kaufman Rossin Wealth's portfolio analysis for the second quarter of 2026 shows significant buying activity focused on large-cap trusts and ETFs, alongside exits from individual stocks.
Kaufman Rossin Wealth, Llc (Investor) has demonstrated active management in its $210.8 million portfolio as of June 30, 2026. The analysis reveals a clear pattern: the firm prioritized increasing positions in large-cap Dimensional ETF Trusts and iShares products while strategically exiting smaller individual stock holdings.
Major Purchases This Quarter
The investor's most significant buying activity centered around established, large-cap trusts and exchange-traded funds (ETFs). The largest position increase was observed in Kaufman Rossin Wealth's stake in the EA SERIES TRUST (BSVO), which saw a substantial 10.33% increase in shares and maintained its portfolio allocation at 19.19%. This was followed by notable additions to ISHARES TR (ITOT) with an impressive 17.06% share growth, bringing its weight up to 12.18%.
Furthermore, the investor boosted holdings in AMERICAN CENTY ETF TR (AVDV), increasing shares by approximately 10.1%, now holding nearly 9% of the portfolio. VANGUARD SCOTTSDALE FDS (VGIT) also received significant attention with a large share increase (+19.52%) and an allocation rise to over 3%. Dimensional funds remained heavily favored, adding shares in several trusts: DIMENSIONAL ETF TRUST (DFEM), (DUHP), and (DIHP). The combined weight of these major holdings suggests a preference for diversified large-cap exposure through institutional vehicles.
Prioritized Growth & Technology Focus
The investor's focus appears to extend towards specific sectors, particularly favoring Technology. This was evident in the quarter-long position held in FRESHWORKS INC (FRSH), which experienced a 100% increase in shares purchased by Kaufman Rossin Wealth. Similarly, the Technology sector allocation saw an addition with INTEL CORP (INTC), although its share increase was substantial (-61.54%) due to a decrease in holdings.
Additionally, the investor maintained and slightly increased their position in ISHARES TR (IDEV) by 14.09%, adding another Technology-linked holding to their portfolio. The overall allocation shift indicates an active strategy incorporating specific growth sectors alongside broad market exposure via large-cap ETFs.
Strategic Sales & Exits
Kaufman Rossin Wealth also conducted exits during this period, reducing or removing positions from several individual stocks and one other ETF. The investor completely sold out of BEYOND MEAT INC (BYND), a move that resulted in an immediate reduction of its portfolio allocation to just 0.04%. Similarly, CENTENE CORP DEL (CNC) was entirely divested.
The firm also significantly reduced holdings in CONAGRA BRANDS INC (CAG). Beyond exiting BYND and CNC, the investor sold shares from INTEL CORP (INTC), decreasing its allocation by a large margin (-61.54%). Furthermore, they exited OPTIMUM COMMUNICATIONS INC (ATUS) entirely.
Overall Portfolio Shift
The portfolio's sector breakdown shows that the dominant position remains in 'Unknown' holdings at 82.82%. Technology and Dimensional funds appear to be key pillars, with allocations totaling over 6% (including IDEV) plus significant ETF exposure.
In summary, Kaufman Rossin Wealth's Q2 activity highlights a strategy focused on reinforcing large-cap diversified holdings while selectively exiting smaller individual stock positions. Their approach appears balanced between broad market exposure and targeted sector investments like Technology.