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Megan J. Lottier

Rockwood Wealth Management, Llc

Assets Managed
$1.582B
Holdings
132
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
13.26%(2Q avg: 8.72%)
Sustained Growth
17 quarters

Portfolio positions

This chart displays the top 10 holdings in Rockwood Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 132 positions.

Assets under management

The assets under management (AUM) of Rockwood Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 17 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.582B in assets, with a quarterly growth rate of 13.26% and a 2-quarter average growth rate of 8.72%. The portfolio is managed by Megan J. Lottier, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.17%
34.59%
$547.345M
12.339M shares@ $44.36 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 5.25%
17.85%
$282.396M
3.166M shares@ $89.21 avg price
MEAR
Ishrs Short Mmba Etf Usd Inc
Recent Activity
Increased 4.13%
7.55%
$119.42M
2.37M shares@ $50.38 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -4.32%
5.54%
$87.66M
2.157M shares@ $40.65 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -1.38%
4.91%
$77.614M
605,983 shares@ $128.09 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 6.28%
4.86%
$76.804M
2.559M shares@ $30.02 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -0.08%
4.18%
$66.051M
1.773M shares@ $37.26 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 15.01%
3.83%
$60.593M
627,972 shares@ $96.49 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 6.83%
2.27%
$35.908M
1.073M shares@ $33.46 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 14.47%
2.11%
$33.378M
1.152M shares@ $28.97 avg price

1-10 of 132