Parkwoods Wealth Partners, LLC

Q3 2025 13F Holdings

  • Location
    syracuse, NY
  • Num holdings

    96

  • Value ($000)

    $293,101

  • Date Filed
    10/14/2025
  • Form type
    13F-HR
  • CIK
    0002042772
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$49.63M
17 %

852,628

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$41.30M
14 %

924,248

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$35.92M
12 %

495,909

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$30.10M
10 %

652,587

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$20.27M
7 %

525,419

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$17.98M
6 %

262,626

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$6.95M
2 %

194,607

D
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
25434V591
$6.29M
2 %

123,852

D
DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
25434V302
$6.03M
2 %

191,208

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$4.72M
2 %

148,318

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