Parkwoods Wealth Partners, LLC
CIK 2042772
13F filing for Q2 2026・No. 3,428
- Holdings
- US$622.45M
- Quarter change
- +US$214.53M
- Entries
- 172
- Net bought (estimate)
- +US$173.06M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 57
- Sold out 0
- Cut 14
- Added 88
- Corporate actions 0
- Unchanged 9
Largest holdings
168 stocks worth US$622.45M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Added | 925,410 | US$64.69M | 10.39% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Added | 1,063,093 | US$58.48M | 9.40% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 972,134 | US$46.42M | 7.46% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Added | 839,208 | US$45.33M | 7.28% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 539,447 | US$44.2M | 7.10% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 800,965 | US$35.53M | 5.71% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 304,730 | US$25.09M | 4.03% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 413,454 | US$16.04M | 2.58% |
| DIMENSIONAL ETF TRUSTINTL SMALL CAP V | Added | 367,558 | US$14.75M | 2.37% |
| DIMENSIONAL ETF TRUSTINTL COR FIX ETF | New | 270,512 | US$14.5M | 2.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.