Parkshore Wealth Management, Inc. Incresed Positions in Q2 2025

Parkshore Wealth Management, Inc.

  • $205 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
297K
+ 20.72%
$29.12 - $35.84 $8.66M - $10.7M
1.73M $62.1B
AVUS
American Centy ETF Tr Avantis

ETFs
20.2K
+ 28.69%
$81.38 - $100.82 $1.64M - $2.04M
90.6K $9.13B
DFSD
Dimensional ETF Tr Short Durat

ETFs
48.8K
+ 45.79%
$47.09 - $48.01 $2.3M - $2.34M
155K $7.45B
Dimensional ETF Trust
82.5K
+ 36.11%
N/A
311K $8.35B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
52.3K
+ 16.72%
$41.1 - $42.37 $2.15M - $2.22M
365K $15.4B
DFSB
Dimensional ETF Tr Dimensional
38.9K
+ 43.39%
N/A
128K $6.74B
DUHP
Dimensional ETF Tr Dimensional

ETFs
34.2K
+ 20.76%
$29.36 - $35.56 $1M - $1.22M
199K $7.07B
DFAT
Dimensional ETF Tr U S Target

ETFs
19.8K
+ 21.25%
$44.8 - $53.97 $888K - $1.07M
113K $6.1B
TNA
Direxion Daily Small Cap Bull

ETFs
28.9K
+ 163.83%
$19.12 - $33.54 $553K - $970K
46.6K $1.56B
DFAE
Dimensional ETF Tr

ETFs
12.2K
+ 8.76%
$22.87 - $28.95 $278K - $352K
151K $4.37B
AXP
American Express CO

Financial Services
23
+ 0.24%
$231.39 - $318.98 $5.32K - $7.34K
9.52K $3.04B
DISV
Dimensional ETF Tr Dimensional

ETFs
7.28K
+ 63.1%
$25.93 - $32.91 $189K - $240K
18.8K $619M
Dimensional ETF Trust
1.01K
+ 3.74%
N/A
28.1K $1.88B
AMP
Ameriprise Financial Inc

Financial Services
5
+ 0.31%
$422.19 - $533.73 $2.11K - $2.67K
1.61K $857M
BAC
Bank Of America Corp

Financial Services
6
+ 0.04%
$34.39 - $47.46 $206 - $285
13.5K $639M
LMT
Lockheed Martin Corp

Industrials
18
+ 0.46%
$430.82 - $486.45 $7.75K - $8.76K
3.95K $1.83B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
+ 1.18%
$456.74 - $568.03 $5.94K - $7.38K
1.11K $632M
IBM
International Business Machines Corp

Technology
4
+ 0.45%
$221.03 - $294.78 $884 - $1.18K
901 $266M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 3.75%
$908.13 - $1056.85 $8.17K - $9.51K
249 $246M
Dimensional ETF Trust
272
+ 1.68%
N/A
16.4K $510M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 0.06%
$96.84 - $99.46 $194 - $199
3.19K $317M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2
+ 0.05%
$72.02 - $73.82 $144 - $148
4.24K $312M
XOM
Exxon Mobil Corp

Energy
3
+ 0.15%
$99.93 - $119.04 $300 - $357
2.02K $218M
CVX
Chevron Corp

Energy
30
+ 1.11%
$133.73 - $168.51 $4.01K - $5.06K
2.73K $391M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 0.8%
$483.48 - $539.8 $9.19K - $10.3K
2.4K $1.17B
PG
Procter & Gamble CO

Consumer Defensive
42
+ 0.37%
$157.66 - $172.39 $6.62K - $7.24K
11.3K $1.79B
Activity Summary
Buys All Purchases 32 New Holdings 5 Increased Positions 27 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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