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Parkwoods Wealth Partners, Llc

Portfolio Manager
Parkwoods Wealth Partners, LLC
Performance
+2.27% (2026 Q1)
AUM (13F)
$407.93M
# of Holdings
111
Performance Rank
Allocation (Top 20)
83.88%

Parkwoods Wealth Partners, Llc Holdings Map

Top 50 Parkwoods Wealth Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAT
DIMENSIONAL ETF TRUST
13.97%912.4K$57.0M
+5.12%(+44.43K)
2025-Q1: 630.4K shares2025-Q2: 640.2K shares2025-Q3: 852.6K shares2025-Q4: 867.9K shares2026-Q1: 912.4K shares
$54.75(+22.63%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
12.18%1.02M$49.7M
+8.76%(+82.54K)
2025-Q1: 677.4K shares2025-Q2: 692.2K shares2025-Q3: 924.2K shares2025-Q4: 942.3K shares2026-Q1: 1.02M shares
$41.87(+24.35%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
9.94%768.5K$40.6M
+10.38%(+72.27K)
2025-Q1: 467.5K shares2025-Q2: 487.4K shares2025-Q3: 652.6K shares2025-Q4: 696.2K shares2026-Q1: 768.5K shares
$40.72(+34.39%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
9.11%524.3K$37.2M
+3.38%(+17.13K)
2025-Q1: 389.1K shares2025-Q2: 391.8K shares2025-Q3: 495.9K shares2025-Q4: 507.1K shares2026-Q1: 524.3K shares
$63.07(+25.05%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
6.26%657.4K$25.5M
+19.26%(+106.19K)
2025-Q1: 189.9K shares2025-Q2: 212.7K shares2025-Q3: 525.4K shares2025-Q4: 551.2K shares2026-Q1: 657.4K shares
$36.50(+16.97%)
2026-03-31
DFSD
DIMENSIONAL ETF TRUST
5.23%445.9K$21.3M
+86.97%(+207.39K)
2025-Q1: 0 shares2025-Q2: 9.0K shares2025-Q3: 97.1K shares2025-Q4: 238.5K shares2026-Q1: 445.9K shares
$48.00(-0.22%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
5.04%288.9K$20.5M
+7.85%(+21.04K)
2025-Q1: 216.3K shares2025-Q2: 218.4K shares2025-Q3: 262.6K shares2025-Q4: 267.8K shares2026-Q1: 288.9K shares
$63.73(+22.03%)
2026-03-31
DISV
DIMENSIONAL ETF TRUST
3.12%322.9K$12.7M
+35.12%(+83.92K)
2025-Q1: 67.1K shares2025-Q2: 75.5K shares2025-Q3: 194.6K shares2025-Q4: 238.9K shares2026-Q1: 322.9K shares
$34.38(+19.68%)
2026-03-31
DFSV
DIMENSIONAL ETF TRUST
2.72%316.5K$11.1M
+52.35%(+108.76K)
2025-Q1: 10.8K shares2025-Q2: 25.0K shares2025-Q3: 148.3K shares2025-Q4: 207.8K shares2026-Q1: 316.5K shares
$31.98(+17.82%)
2026-03-31
DFAU
DIMENSIONAL ETF TRUST
2.49%225.3K$10.2M
+184.52%(+146.13K)
2025-Q1: 0 shares2025-Q2: 5.4K shares2025-Q3: 50.4K shares2025-Q4: 79.2K shares2026-Q1: 225.3K shares
$45.49(+9.86%)
2026-03-31

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