Parkshore Wealth Management, Inc. Incresed Positions in Q3 2025

Parkshore Wealth Management, Inc.

  • $245 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
100K
+ 131.27%
$90.37 - $102.12 $9.06M - $10.2M
177K $17.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
99.8K
+ 5.76%
$36.04 - $38.78 $3.6M - $3.87M
1.83M $70.7B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
101K
+ 27.55%
$41.8 - $43.15 $4.21M - $4.34M
466K $19.9B
DFAI
Dimensional ETF Tr

ETFs
50.2K
+ 19.94%
$34.05 - $36.55 $1.71M - $1.83M
302K $11B
Dimensional ETF Trust
76.2K
+ 24.49%
N/A
387K $10.6B
DFSD
Dimensional ETF Tr Short Durat

ETFs
40.9K
+ 26.34%
$47.86 - $48.43 $1.96M - $1.98M
196K $9.45B
DFSB
Dimensional ETF Tr Dimensional
31.3K
+ 24.36%
N/A
160K $8.51B
DUHP
Dimensional ETF Tr Dimensional

ETFs
33.9K
+ 17.06%
$35.76 - $37.93 $1.21M - $1.29M
233K $8.79B
AVDV
American Centy ETF Tr Avantis

ETFs
8.38K
+ 12.17%
$79.24 - $89.03 $664K - $746K
77.3K $6.88B
DFAE
Dimensional ETF Tr

ETFs
25.2K
+ 16.67%
$28.84 - $31.84 $726K - $802K
176K $5.56B
Dimensional ETF Trust
3.05K
+ 10.88%
N/A
31.1K $2.24B
AVES
American Centy ETF Tr Avantis

ETFs
1.34K
+ 2.66%
$53.51 - $57.96 $71.5K - $77.4K
51.5K $2.95B
NVDA
Nvidia Corp

Technology
238
+ 3.37%
$153.3 - $186.58 $36.5K - $44.4K
7.3K $1.36B
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.7K
+ 6.51%
$30.76 - $33.01 $83.2K - $89.3K
44.2K $1.45B
LMT
Lockheed Martin Corp

Industrials
17
+ 0.43%
$410.74 - $499.21 $6.98K - $8.49K
3.96K $1.98B
AXP
American Express CO

Financial Services
22
+ 0.23%
$294.27 - $342.31 $6.47K - $7.53K
9.54K $3.17B
BAC
Bank Of America Corp

Financial Services
5
+ 0.04%
$44.92 - $52.42 $225 - $262
13.5K $697M
DISV
Dimensional ETF Tr Dimensional

ETFs
34
+ 0.18%
$32.78 - $35.79 $1.11K - $1.22K
18.9K $673M
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.04%
$132.83 - $140.61 $266 - $281
5.67K $791M
CVX
Chevron Corp

Energy
56
+ 2.05%
$145.57 - $161.83 $8.15K - $9.06K
2.79K $433M
BND
Vanguard Bd Index Fd Inc Total

ETFs
373
+ 8.81%
$72.57 - $74.72 $27.1K - $27.9K
4.61K $343M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9
+ 0.05%
$28.15 - $30.13 $253 - $271
19.2K $568M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6
+ 0.06%
$25.29 - $28.33 $152 - $170
10.3K $286M
XOM
Exxon Mobil Corp

Energy
4
+ 0.2%
$105.83 - $117.22 $423 - $469
2.02K $228M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 0.06%
$97.75 - $100.75 $196 - $202
3.2K $320M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6
+ 0.06%
$22.9 - $23.58 $137 - $141
10K $235M
IBM
International Business Machines Corp

Technology
5
+ 0.55%
$234.77 - $292.47 $1.17K - $1.46K
906 $256M
AMP
Ameriprise Financial Inc

Financial Services
5
+ 0.31%
$486.13 - $544.55 $2.43K - $2.72K
1.61K $791M
Activity Summary
Buys All Purchases 35 New Holdings 6 Increased Positions 29 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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