Holdings
Kaufman Rossin Wealth, LLC
As of Sep 30, 2026, Kaufman Rossin Wealth, LLC reported 167 positions worth US$237M. Largest: EA Bridgeway Omni Small-Cap Value ETF, iShares Core S&P Total U.S. Stock Market ETF and Avantis International Small Cap Value ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| EA Bridgeway Omni Small-Cap Value ETF | 1.46M | US$40.8M | new | Sep 30, 2026 |
| iShares Core S&P Total U.S. Stock Market ETF | 166K | US$27.7M | new | Sep 30, 2026 |
| Avantis International Small Cap Value ETF | 186K | US$20.3M | new | Sep 30, 2026 |
| Dimensional Emerging Markets Core Equity 2 ETF | 367K | US$14.6M | new | Sep 30, 2026 |
| U.S. High Relative Profitability Portfolio: ETF Class Shares | 307K | US$12.9M | new | Sep 30, 2026 |
| iShares Core MSCI International Developed Markets ETF | 106K | US$9.45M | new | Sep 30, 2026 |
| Dimensional International High Profitability ETF | 280K | US$9.42M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Treasury ETF | 113K | US$6.38M | new | Sep 30, 2026 |
| Apple Inc | 16,043 | US$5.34M | +3,300 | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 13,500 | US$5.05M | new | Sep 30, 2026 |