Parkwoods Wealth Partners, LLC Incresed Positions in Q3 2025

Parkwoods Wealth Partners, LLC

  • $293 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
212K
+ 33.17%
$53.36 - $59.69 $11.3M - $12.7M
853K $49.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
313K
+ 146.99%
$36.04 - $38.78 $11.3M - $12.1M
525K $20.3B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
232K
+ 33.52%
$41.91 - $44.87 $9.73M - $10.4M
924K $41.3B
DFUS
Dimensional ETF Tr U S Equity

ETFs
104K
+ 26.58%
$67.01 - $72.84 $6.98M - $7.59M
496K $35.9B
DFIV
Dimensional ETF Tr

ETFs
165K
+ 33.89%
$42.66 - $46.53 $7.05M - $7.69M
653K $30.1B
DISV
Dimensional ETF Tr Dimensional

ETFs
119K
+ 157.86%
$32.78 - $35.79 $3.91M - $4.26M
195K $6.95B
DFSD
Dimensional ETF Tr Short Durat

ETFs
88.1K
+ 978.23%
$47.86 - $48.43 $4.21M - $4.26M
97.1K $4.68B
DFAS
Dimensional ETF Tr U S Small C

ETFs
44.2K
+ 20.26%
$63.41 - $69.69 $2.81M - $3.08M
263K $18B
DFSV
Dimensional ETF Tr Dimensional

ETFs
123K
+ 493.37%
$29.2 - $32.74 $3.6M - $4.04M
148K $4.72B
DFAE
Dimensional ETF Tr

ETFs
107K
+ 126.36%
$28.84 - $31.84 $3.08M - $3.4M
191K $6.03B
DFAU
Dimensional ETF Tr

ETFs
45K
+ 832.66%
$42.42 - $45.96 $1.91M - $2.07M
50.4K $2.31B
Ea Series Trust
76.3K
+ 64.57%
N/A
194K $4.4B
AVDV
American Centy ETF Tr Avantis

ETFs
19.9K
+ 362.83%
$79.24 - $89.03 $1.58M - $1.77M
25.4K $2.26B
DFIC
Dimensional ETF Tr Dimensional

ETFs
49.3K
+ 82.48%
$30.76 - $33.01 $1.52M - $1.63M
109K $3.58B
DFIS
Dimensional ETF Tr Dimensional

ETFs
48.9K
+ 166.27%
$29.65 - $31.77 $1.45M - $1.55M
78.4K $2.48B
AVUV
American Centy ETF Tr Avantis

ETFs
15.5K
+ 327.01%
$90.37 - $102.12 $1.4M - $1.58M
20.2K $2.01B
VGIT
Vanguard Intermediate Term Tre

ETFs
20.6K
+ 378.27%
$58.97 - $60.36 $1.21M - $1.24M
26K $1.56B
DUHP
Dimensional ETF Tr Dimensional

ETFs
29.3K
+ 120.05%
$35.76 - $37.93 $1.05M - $1.11M
53.7K $2.03B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
33.6K
+ 199.78%
$29.55 - $32.52 $992K - $1.09M
50.4K $1.62B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.35K
+ 100.3%
$567.77 - $614.76 $768K - $832K
2.7K $1.65B
MSFT
Microsoft Corp

Technology
1.17K
+ 29.85%
$491.09 - $535.64 $573K - $625K
5.08K $2.63B
Ea Series Trust
4.43K
+ 100.75%
N/A
8.83K $1B
AMZN
Amazon Com Inc

Consumer Cyclical
1.99K
+ 95.4%
$211.65 - $238.24 $421K - $474K
4.08K $895M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.19K
+ 157.34%
$74.68 - $80.26 $388K - $416K
8.49K $680M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
799
+ 114.14%
$459.11 - $506.91 $367K - $405K
1.5K $754M
Dimensional ETF Trust
9.89K
+ 58.78%
N/A
26.7K $878M
Dimensional ETF Trust
6.11K
+ 72.22%
N/A
14.6K $809M
Dimensional ETF Trust
3.53K
+ 19.88%
N/A
21.3K $1.53B
AVLV
American Centy ETF Tr Avantis
3.39K
+ 61.26%
$68.33 - $72.69 $231K - $246K
8.91K $644M
AAPL
Apple Inc.

Technology
502
+ 19.56%
$202.38 - $256.87 $102K - $129K
3.07K $781M
META
Meta Platforms, Inc.

Communication Services
275
+ 42.97%
$695.21 - $791.73 $191K - $218K
915 $672M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.91K
+ 11.66%
$50.53 - $50.82 $198K - $199K
37.4K $1.9B
GE
General Electric CO

Industrials
133
+ 3.87%
$244.75 - $305.63 $32.6K - $40.6K
3.57K $1.08B
NVDA
Nvidia Corp

Technology
441
+ 14.28%
$153.3 - $186.58 $67.6K - $82.3K
3.53K $658M
TFLO
Ishares Treasury Floating Rate

ETFs
1.98K
+ 11.16%
$50.45 - $50.65 $99.7K - $100K
19.7K $996M
Ge Vernova Inc
33
+ 3.84%
N/A
892 $548M
AVGO
Broadcom Inc.

Technology
48
+ 4.51%
$264.74 - $369.57 $12.7K - $17.7K
1.11K $367M
JNJ
Johnson & Johnson

Healthcare
43
+ 2.64%
$155.17 - $185.42 $6.67K - $7.97K
1.67K $310M
JPM
Jpmorgan Chase & CO

Financial Services
44
+ 2.37%
$282.78 - $316.06 $12.4K - $13.9K
1.9K $598M
APH
Amphenol Corp

Technology
14
+ 0.67%
$97.39 - $125.4 $1.36K - $1.76K
2.1K $260M
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 2.77%
$617.65 - $666.84 $13K - $14K
780 $520M
RTX
Raytheon Technologies Corp

Industrials
50
+ 2.7%
$144.19 - $167.33 $7.21K - $8.37K
1.9K $318M
TJX
Tjx Companies Inc

Consumer Cyclical
24
+ 1.23%
$121.35 - $144.54 $2.91K - $3.47K
1.98K $286M
CVX
Chevron Corp

Energy
110
+ 5.2%
$145.57 - $161.83 $16K - $17.8K
2.23K $346M
GS
Goldman Sachs Group Inc

Financial Services
9
+ 2.79%
$696.56 - $806.32 $6.27K - $7.26K
332 $264M
WMT
Walmart Inc.

Consumer Defensive
154
+ 4.57%
$94.4 - $104.27 $14.5K - $16.1K
3.53K $363M
MNST
Monster Beverage Corp

Consumer Defensive
17
+ 0.28%
$58.65 - $67.31 $997 - $1.14K
6.08K $409M
XOM
Exxon Mobil Corp

Energy
115
+ 3.99%
$105.83 - $117.22 $12.2K - $13.5K
3K $338M
LLY
Eli Lilly & CO

Healthcare
49
+ 6.97%
$625.65 - $812.69 $30.7K - $39.8K
752 $574M
Activity Summary
Buys All Purchases 84 New Holdings 25 Increased Positions 59 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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