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Parkwoods Wealth Partners, LLC

Q2 2026 13F Holdings

  • Location
    syracuse, NY
  • Num holdings

    168

  • Value ($000)

    $622,455

  • Date Filed
    07/27/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$64.69M
10 %

925,410

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$58.48M
9 %

1,063,093

D
DFSD

DIMENSIONAL ETF TRUST

SHOR DUR FIX ETF
25434V864
$46.42M
8 %

972,134

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$45.33M
7 %

839,208

D
DFUS

DIMENSIONAL ETF TRUST

US EQUI MARK ETF
25434V401
$44.2M
7 %

539,447

D
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
25434V708
$35.53M
6 %

800,965

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$25.09M
4 %

304,730

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V815
$16.04M
3 %

413,454

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$14.75M
2 %

367,558

D
DFGX

DIMENSIONAL ETF TRUST

INTL COR FIX ETF
25434V575
$14.5M
2 %

270,512

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