Parkwoods Wealth Partners, LLC
169 holdingsFiling period: 2026-06-30Current AUM: $624.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional ETF Trust | 925.4K | $64.7M | $63.4M | 10.15% | +13.1K | 2026-06-30 |
| 2 | DFUV | Dimensional ETF Trust | 1.06M | $58.5M | $60.0M | 9.62% | +38.2K | 2026-06-30 |
| 3 | DFSD | Dimensional ETF Trust | 972.1K | $46.4M | $45.3M | 7.26% | +526.3K | 2026-06-30 |
| 4 | DFIV | Dimensional ETF Trust | 839.2K | $45.3M | $47.3M | 7.58% | +70.8K | 2026-06-30 |
| 5 | DFUS | Dimensional ETF Trust | 539.4K | $44.2M | $45.1M | 7.23% | +15.2K | 2026-06-30 |
| 6 | DFAC | Dimensional ETF Trust | 801.0K | $35.5M | $36.1M | 5.79% | +143.5K | 2026-06-30 |
| 7 | DFAS | Dimensional ETF Trust | 304.7K | $25.1M | $23.9M | 3.83% | +15.9K | 2026-06-30 |
| 8 | DFSV | Dimensional ETF Trust | 413.5K | $16.0M | $15.9M | 2.54% | +96.9K | 2026-06-30 |
| 9 | DISV | Dimensional ETF Trust | 367.6K | $14.8M | $15.7M | 2.52% | +44.7K | 2026-06-30 |
| 10 | DFGX | Dimensional ETF Trust | 270.5K | $14.5M | $13.9M | 2.23% | -- | 2026-06-30 |
| 11 | DFAE | Dimensional ETF Trust | 349.9K | $14.1M | $13.1M | 2.10% | +74.2K | 2026-06-30 |
| 12 | DFCF | Dimensional ETF Trust | 302.3K | $12.8M | $12.2M | 1.96% | +294.8K | 2026-06-30 |
| 13 | DFAU | Dimensional ETF Trust | 212.1K | $11.0M | $11.2M | 1.80% | -13,197 | 2026-06-30 |
| 14 | DUHP | Dimensional ETF Trust | 200.0K | $8.3M | $8.5M | 1.36% | +49.1K | 2026-06-30 |
| 15 | DFAI | Dimensional ETF Trust | 200.6K | $8.3M | $8.3M | 1.34% | +36.1K | 2026-06-30 |
| 16 | DFEM | Dimensional ETF Trust | 198.3K | $8.1M | $7.6M | 1.21% | +43.3K | 2026-06-30 |
| 17 | DUSB | Dimensional ETF Trust | 151.5K | $7.7M | $7.6M | 1.23% | +3.2K | 2026-06-30 |
| 18 | IVV | iShares TR | 10.0K | $7.5M | $7.7M | 1.23% | +9.2K | 2026-06-30 |
| 19 | DFGR | Dimensional ETF Trust | 237.2K | $6.9M | $6.5M | 1.05% | +42.9K | 2026-06-30 |
| 20 | VTI | Vanguard Index Fds | 17.1K | $6.3M | $6.4M | 1.03% | +14.0K | 2026-06-30 |
| 21 | BSV | Vanguard BD Index Fds | 79.3K | $6.2M | $6.1M | 0.97% | +26.0K | 2026-06-30 |
| 22 | IEFA | iShares TR | 59.3K | $5.7M | $5.7M | 0.92% | -- | 2026-06-30 |
| 23 | DFIC | Dimensional ETF Trust | 153.3K | $5.7M | $5.8M | 0.93% | +19.2K | 2026-06-30 |
| 24 | AVDV | American Centy ETF TR | 53.1K | $5.5M | $5.7M | 0.91% | +29.0K | 2026-06-30 |
| 25 | BSVO | EA Series Trust | 171.4K | $5.0M | $4.9M | 0.78% | -14,635 | 2026-06-30 |
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