Top 50 Parkwoods Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 13.97% | 912.4K | $57.0M | +5.12%(+44.43K) | $54.75(+22.63%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 12.18% | 1.02M | $49.7M | +8.76%(+82.54K) | $41.87(+24.35%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 9.94% | 768.5K | $40.6M | +10.38%(+72.27K) | $40.72(+34.39%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 9.11% | 524.3K | $37.2M | +3.38%(+17.13K) | $63.07(+25.05%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.26% | 657.4K | $25.5M | +19.26%(+106.19K) | $36.50(+16.97%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.23% | 445.9K | $21.3M | +86.97%(+207.39K) | $48.00(-0.22%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 5.04% | 288.9K | $20.5M | +7.85%(+21.04K) | $63.73(+22.03%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 3.12% | 322.9K | $12.7M | +35.12%(+83.92K) | $34.38(+19.68%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.72% | 316.5K | $11.1M | +52.35%(+108.76K) | $31.98(+17.82%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.49% | 225.3K | $10.2M | +184.52%(+146.13K) | $45.49(+9.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.93% | +25.73% |
| Top 20 Holdings Unweighted | +6.71% | +21.52% |
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