Parkwoods Wealth Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Parkwoods Wealth Partners, LLC 13F Holdings
CIK 0002042772 · SYRACUSE, NY
As of Sep 30, 2025, Parkwoods Wealth Partners, LLC reported
96 positions worth $293.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 852,628 | $49.6M | 16.93% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 924,248 | $41.3M | 14.09% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 495,909 | $35.9M | 12.26% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 652,587 | $30.1M | 10.27% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 525,419 | $20.3M | 6.91% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 262,626 |
|
8.0M6.13% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 194,607 | $6.9M | 2.37% |
| DIMENSIONAL ETF TRUST | DUSB | — | 123,852 | $6.3M | 2.15% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 191,208 | $6.0M | 2.06% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 148,318 | $4.7M | 1.61% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 97,062 | $4.7M | 1.60% |
| EA SERIES TRUST | BSVO | — | 194,453 | $4.4M | 1.50% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 109,162 | $3.6M | 1.22% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 101,935 | $3.2M | 1.09% |
| MICROSOFT CORP | MSFT | Technology | 5,076 | $2.6M | 0.90% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 17,481 | $2.5M | 0.87% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 78,368 | $2.5M | 0.85% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 50,429 | $2.3M | 0.79% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 25,391 | $2.3M | 0.77% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 53,717 | $2.0M | 0.69% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 20,206 | $2.0M | 0.69% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 37,439 |
.9M | 0.65% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,702 |
.7M | 0.56% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 50,390 |
.6M | 0.55% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 43,884 |
.6M | 0.54% |