Parkworth Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Parkworth Wealth Management, Inc.

  • $139 Billion
  • Q2 2025
Number of Shares
26,692
Previous 39,306 32.09%
Holding current value
$1.35 Billion
Previous $1.99 Billion 32.07%
% of portfolio
0.98%
Previous 1.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-12,614 Reduced 32.09%
26,692 $1.35 Billion
Q1 2025

May 05, 2025
BUY
N/A
9,797 Added 33.2%
39,306 $1.99 Billion
Q4 2024

Feb 07, 2025
BUY
N/A
29,509 New
29,509 $1.49 Billion
Track This Portfolio

Track Parkworth Wealth Management, Inc. Portfolio

Follow Parkworth Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Parkworth Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Parkworth Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email