§ 13F · FUND PROFILE
Parkwoods Wealth Partners, LLC.
AUM · $622M (13F)Positions · 172Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$66M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 925K | $65M | 10.4% | +1% |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 1.06M | $58M | 9.4% | +4% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 972K | $46M | 7.5% | +118% |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 839K | $45M | 7.3% | +9% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 539K | $44M | 7.1% | +3% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 801K | $36M | 5.7% | +22% |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 305K | $25M | 4.0% | +5% |
| 8 | DFSV | DIMENSIONAL ETF TRUST | 413K | $16M | 2.6% | +31% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 368K | $15M | 2.4% | +14% |
| 10 | DFGX | DIMENSIONAL ETF TRUST | 271K | $14M | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARKWOODS SIGNAL
AC read
Parkwoods Wealth Partners, LLC is a Other fund managing $622 million in assets. The fund runs a portfolio of 172 positions.
Read the full dossier →