Parkwoods Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Parkwoods Wealth Partners, Llc disclosed 168 stock positions valued at approximately $622.45M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 168
- Portfolio Value
- $622.45M
Holdings by Sector
Parkwoods Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAT | Other | 10.39% | 925,410 | +13,058 | +1.43% | $64,686,130 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 9.40% | 1,063,093 | +38,217 | +3.73% | $58,480,765 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 7.46% | 972,134 | +526,275 | +118.04% | $46,419,402 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 7.28% | 839,208 | +70,757 | +9.21% | $45,334,033 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 7.10% | 539,447 | +15,179 | +2.90% | $44,202,307 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 5.71% | 800,965 | +143,521 | +21.83% | $35,530,809 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 4.03% | 304,730 | +15,851 | +5.49% | $25,091,454 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 2.58% | 413,454 | +96,929 | +30.62% | $16,037,863 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.37% | 367,558 | +44,686 | +13.84% | $14,750,090 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 2.33% | 270,512 | +270,512 | +100.00% | $14,498,043 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.26% | 349,950 | +74,245 | +26.93% | $14,071,506 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.05% | 302,287 | +294,839 | +3958.63% | $12,759,544 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 1.76% | 212,132 | -13,197 | -5.86% | $10,965,097 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 1.34% | 200,033 | +49,130 | +32.56% | $8,347,362 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.33% | 200,565 | +36,087 | +21.94% | $8,273,313 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.29% | 198,267 | +43,289 | +27.93% | $8,057,552 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.24% | 151,487 | +3,225 | +2.18% | $7,692,510 |
| ISHARES TR | IVV | Other | 1.20% | 9,956 | +9,169 | +1165.06% | $7,455,949 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.10% | 237,237 | +42,945 | +22.10% | $6,872,765 |
| VANGUARD INDEX FDS | VTI | Other | 1.02% | 17,079 | +13,967 | +448.81% | $6,319,856 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.99% | 79,262 | +25,952 | +48.68% | $6,175,305 |
| ISHARES TR | IEFA | Other | 0.92% | 59,294 | +59,294 | +100.00% | $5,726,618 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.92% | 153,329 | +19,171 | +14.29% | $5,713,020 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.88% | 53,100 | +29,038 | +120.68% | $5,471,999 |
| EA SERIES TRUST | BSVO | Other | 0.80% | 171,369 | -14,635 | -7.87% | $5,002,210 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.74% | 130,671 | +34,379 | +35.70% | $4,577,406 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.73% | 36,609 | +14,547 | +65.94% | $4,567,334 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.64% | 134,489 | +134,489 | +100.00% | $3,958,011 |
| APPLE INC | AAPL | Technology | 0.59% | 12,698 | +8,326 | +190.44% | $3,674,338 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.57% | 96,971 | -2,165 | -2.18% | $3,572,419 |
Showing 30 of 168 holdings in the latest reporting period.