Rockwood Wealth Management Adjusts Portfolio in Q2 2026

As of June 30, 2026, Rockwood Wealth Management, Llc has made notable adjustments to its portfolio based on available data from insideretset.com filings. The investment firm appears focused on enhancing allocations within specific ETF categories while strategically reducing positions in others.

Prominent Increases: Dimensional Fund TRUST

Rockwood Wealth Management has significantly bolstered its exposure to Dimensional Fund TRUST, a provider of diversified exchange-traded funds. The most substantial increase occurred with DFAC (Dimensional ETF Trust), which saw an impressive 2.16% rise in its share count during the quarter, contributing to a portfolio allocation percentage of 34.6%. This suggests renewed confidence or strategic realignment towards Dimensional's offerings.

Furthermore, DFEM (Dimensional ETF Trust), already holding a significant allocation of 5.54%, experienced an increase in shares by -4.32% according to the change percentage from prior period, indicating a slight reduction despite positive share growth? Wait no: change_percent_from_prior_period: -4.32%. Let me check.

DFEM (Dimensional ETF Trust)'s allocation percentage decreased from a previous period, as indicated by the negative change percent (-4.32%) and its share count reduction of -97415 shares.

Another Dimensional Fund TRUST ETF, DFGR (Dimensional ETF Trust), also showed strong positive momentum with a 14.47% increase in its share count and an allocation percentage of 2.11%. This continued buying pattern points to Dimensional Fund TRUST being a favored strategy for Rockwood this quarter.

Significant Gains: American Century ETF Trust

The investor also demonstrated strong interest in AVDE (American Century ETF Trust), increasing its share count by 5.24% and boosting its portfolio allocation to 17.85%. This substantial growth highlights the firm's active engagement with American Century products.

Additionally, AVUS (American Century ETF Trust), previously holding a lower allocation percentage of 4.91%, showed positive share growth in the quarter (+5.24% change) and increased its value.

Strategic Acquisitions: Vanguard Index Funds

In an interesting diversification move, Rockwood Wealth Management significantly expanded its positions in several Vanguard ETFs:

• VUG (Vanguard Index Funds) experienced a massive increase of approximately 487.75% in share count, jumping from 30928 to 37269 shares.
• VGSH (Vanguard Scottsdale Fund) saw its holdings increase by a substantial +76.24% in share count, from prior period levels to an allocation of just under 0.18%, suggesting significant new capital deployment.
• VGT (Vanguard World Fund) also showed a huge share count increase (+314.9% according to change percent) from just over 5000 shares previously, now holding approximately 20000 shares with an allocation of about 0.14%, indicating strong confidence in this particular fund.
• VO (Vanguard Index Fund) increased its share count by +314.9% as well, from prior period levels to an allocation of about 0.13%, showing continued interest in Vanguard's index offerings.
• SPYI (Neos ETF Trust) also showed a significant increase, with its share count growing by +100% from prior period levels to an allocation of about 0.06%, though this is not a Vanguard fund.

Moderate Increases and Stability in SPDR Series Trust

Rockwood also noted moderate increases with SPDR Series Trust holdings:

• SPSB (SPDR ETF Trust)'s share count increased by +6.28% from prior period, adding to its portfolio allocation.
• SPIB (SPDR ETF Trust) saw a healthy increase of +6.83% in share count during the quarter.

Reductions and Exits: ISHARES U S ETF TR & SCHWAB STRATEGIC TR

The investor simultaneously reduced positions in other areas:

• Mear (iShares ETF Trust) experienced a slight increase (+4.13%) despite the overall trend of change percentages being mixed.

The most significant reduction occurred with SCHB (Schwab Strategic Trust), which was sold entirely from the portfolio, as indicated by a -64.16% change in share count and its removal from the top holdings list.

Additionally, DFEM (Dimensional ETF Trust)'s allocation decreased due to a -4.32% change percentage in shares.