Parkwoods Wealth Partners, LLC: 13F holdings
CIK 20427722026Q2
| Positions | 168 |
|---|
| Reported value | $622.5m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 168 (+57 vs prior quarter) |
|---|
| Reported value | $622.5m (+52.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 925,410 | $64.7m | 10.4% |
| YM=F DIMENSIONAL ETF TRUST | 1,063,093 | $58.5m | 9.4% |
| DFSD DIMENSIONAL ETF TRUST | 972,134 | $46.4m | 7.5% |
| DFIV DIMENSIONAL ETF TRUST | 839,208 | $45.3m | 7.3% |
| DFUS DIMENSIONAL ETF TRUST | 539,447 | $44.2m | 7.1% |
| DIMENSIONAL ETF TRUST | 800,965 | $35.5m | 5.7% |
| DIMENSIONAL ETF TRUST | 304,730 | $25.1m | 4.0% |
| DIMENSIONAL ETF TRUST | 413,454 | $16.0m | 2.6% |
| DISV DIMENSIONAL ETF TRUST | 367,558 | $14.8m | 2.4% |
| DFGX DIMENSIONAL ETF TRUST | 270,512 | $14.5m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2042772")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples