Parkwoods Wealth Partners, LLC
112 holdingsFiling period: 2026-03-31Current AUM: $453.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 912.4K | $57.0M | $64.5M | 14.22% | +44.4K | 2026-03-31 |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 1.02M | $49.7M | $57.0M | 12.55% | +82.5K | 2026-03-31 |
| 3 | DFIV | DIMENSIONAL ETF TRUST | 768.5K | $40.6M | $44.0M | 9.70% | +72.3K | 2026-03-31 |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 524.3K | $37.2M | $42.8M | 9.43% | +17.1K | 2026-03-31 |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 657.4K | $25.5M | $29.2M | 6.45% | +106.2K | 2026-03-31 |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 445.9K | $21.3M | $21.1M | 4.65% | +207.4K | 2026-03-31 |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 288.9K | $20.5M | $23.4M | 5.16% | +21.0K | 2026-03-31 |
| 8 | DISV | DIMENSIONAL ETF TRUST | 322.9K | $12.7M | $13.7M | 3.01% | +83.9K | 2026-03-31 |
| 9 | DFSV | DIMENSIONAL ETF TRUST | 316.5K | $11.1M | $12.6M | 2.77% | +108.8K | 2026-03-31 |
| 10 | DFAU | DIMENSIONAL ETF TRUST | 225.3K | $10.2M | $11.7M | 2.57% | +146.1K | 2026-03-31 |
| 11 | DFAE | DIMENSIONAL ETF TRUST | 275.7K | $9.3M | $10.3M | 2.28% | +50.6K | 2026-03-31 |
| 12 | DUSB | DIMENSIONAL ETF TRUST | 148.3K | $7.5M | $7.5M | 1.66% | -2,593 | 2026-03-31 |
| 13 | DFAI | DIMENSIONAL ETF TRUST | 164.5K | $6.4M | $6.9M | 1.53% | +81.2K | 2026-03-31 |
| 14 | DUHP | DIMENSIONAL ETF TRUST | 150.9K | $5.5M | $6.2M | 1.37% | +65.9K | 2026-03-31 |
| 15 | DFEM | DIMENSIONAL ETF TRUST | 155.0K | $5.4M | $5.8M | 1.29% | +74.1K | 2026-03-31 |
| 16 | DFGR | DIMENSIONAL ETF TRUST | 194.3K | $5.2M | $5.8M | 1.28% | +81.4K | 2026-03-31 |
| 17 | DFIC | DIMENSIONAL ETF TRUST | 134.2K | $4.8M | $5.1M | 1.13% | +17.4K | 2026-03-31 |
| 18 | BSVO | EA SERIES TRUST | 186.0K | $4.7M | $5.4M | 1.20% | -3,434 | 2026-03-31 |
| 19 | BSV | VANGUARD BD INDEX FDS | 53.3K | $4.2M | $4.1M | 0.91% | +39.2K | 2026-03-31 |
| 20 | DFAX | DIMENSIONAL ETF TRUST | 99.1K | $3.4M | $3.6M | 0.80% | -544 | 2026-03-31 |
| 21 | DFIS | DIMENSIONAL ETF TRUST | 96.3K | $3.2M | $3.5M | 0.76% | +10.0K | 2026-03-31 |
| 22 | DFAW | DIMENSIONAL ETF TRUST | 35.9K | $2.7M | $3.0M | 0.66% | +11.0K | 2026-03-31 |
| 23 | ITOT | ISHARES TR | 17.3K | $2.5M | $2.8M | 0.62% | -680 | 2026-03-31 |
| 24 | AVUV | AMERICAN CENTY ETF TR | 22.1K | $2.4M | $2.8M | 0.61% | +554 | 2026-03-31 |
| 25 | AVDV | AMERICAN CENTY ETF TR | 24.1K | $2.4M | $2.5M | 0.55% | -587 | 2026-03-31 |
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