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Rockwood Wealth Management, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockwood Wealth Management, LLC on DFAC, newest first. How the timeline and the estimate are built.

Rockwood Wealth Management, LLC held 12,338,697 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,338,697 shares
    Change vs previous 13F +261,034 shares

    34.6% of the 13F portfolio, value $547,344,586.

    13F-HR 0002085853-26-000694 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,077,663 shares
    Change vs previous 13F +478,929 shares

    33.6% of the 13F portfolio, value $469,337,998.

    13F-HR 0002085853-26-000532 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,598,734 shares
    Change vs previous 13F +576,648 shares

    34.24% of the 13F portfolio, value $459,193,881.

    13F-HR 0002085853-26-000134 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,022,086 shares
    Change vs previous 13F +359,737 shares

    33.97% of the 13F portfolio, value $425,121,858.

    13F-HR 0002085853-25-000067 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,662,349 shares
    Change vs previous 13F +497,242 shares

    33.62% of the 13F portfolio, value $382,138,597.

    13F-HR 0001667731-25-000782 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,165,107 shares
    Change vs previous 13F +446,720 shares

    34.18% of the 13F portfolio, value $335,346,893.

    13F-HR 0001667731-25-000417 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,718,387 shares
    Change vs previous 13F +373,115 shares

    36.35% of the 13F portfolio, value $336,644,932.

    13F-HR 0001667731-25-000069 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,345,272 shares
    Change vs previous 13F not available

    35.26% of the 13F portfolio, value $320,449,363.

    13F-HR 0001983670-24-000005 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).