Parkwoods Wealth Partners, LLC Purchases in Q1 2025

Parkwoods Wealth Partners, LLC

  • $148 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
148K
+ 353.08%
$32.42 - $36.13 $4.8M - $5.35M
190K $6.27B
DFIV
Dimensional ETF Tr

ETFs
50.1K
+ 12.01%
$35.33 - $40.77 $1.77M - $2.04M
467K $18.4B
Ea Series Trust
117K
New
N/A
117K $2.27B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.7K
New
$50.48 - $51.04 $1.2M - $1.21M
23.7K $1.2B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
23K
+ 3.51%
$39.96 - $43.3 $918K - $995K
677K $27.9B
DFIC
Dimensional ETF Tr Dimensional

ETFs
36.8K
New
$25.54 - $28.79 $941K - $1.06M
36.8K $1.02B
DFAE
Dimensional ETF Tr

ETFs
33.1K
+ 74.81%
$24.64 - $26.86 $817K - $890K
77.4K $2B
DFAX
Dimensional ETF Tr
30.1K
New
$24.45 - $27.2 $736K - $819K
30.1K $789M
TFLO
Ishares Treasury Floating Rate

ETFs
14.6K
New
$50.48 - $50.68 $739K - $742K
14.6K $741M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.84K
New
$168.16 - $186.21 $646K - $716K
3.84K $657M
DUHP
Dimensional ETF Tr Dimensional

ETFs
15.1K
New
$32.57 - $35.82 $491K - $540K
15.1K $500M
Dimensional ETF Trust
8.02K
+ 161.07%
N/A
13K $796M
IVV
Ishares Core S&P 500 ETF

ETFs
813
New
$554.06 - $615.85 $450K - $501K
813 $457M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
17.7K
New
$23.32 - $23.84 $413K - $422K
17.7K $414M
AVDV
American Centy ETF Tr Avantis

ETFs
5.49K
New
$63.74 - $71.96 $350K - $395K
5.49K $383M
AVUV
American Centy ETF Tr Avantis

ETFs
4.35K
New
$84.95 - $100.62 $369K - $438K
4.35K $379M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
723
New
$507.05 - $563.67 $367K - $408K
723 $371M
ROK
Rockwell Automation, Inc

Industrials
1.42K
New
$255.29 - $303.75 $363K - $432K
1.42K $368M
Ea Series Trust
3.15K
New
N/A
3.15K $351M
AVLV
American Centy ETF Tr Avantis
5.24K
New
$63.51 - $70.42 $333K - $369K
5.24K $342M
DFSV
Dimensional ETF Tr Dimensional

ETFs
10.8K
New
$27.56 - $32.1 $296K - $345K
10.8K $303M
CYH
Community Health Systems Inc

Healthcare
98.9K
New
$2.54 - $3.92 $251K - $388K
98.9K $267M
JNJ
Johnson & Johnson

Healthcare
1.54K
New
$142.06 - $167.7 $219K - $259K
1.54K $256M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.3K
New
$63.77 - $71.36 $210K - $235K
3.3K $227M
AMZN
Amazon Com Inc

Consumer Cyclical
1.13K
New
$190.26 - $242.06 $214K - $272K
1.13K $214M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.31K
+ 38.17%
$23.92 - $26.89 $175K - $197K
26.5K $684M
Dimensional ETF Trust
3.91K
New
N/A
3.91K $209M
JKHY
Henry Jack & Associates Inc

Technology
1.14K
New
$166.47 - $191.28 $190K - $218K
1.14K $208M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.72K
New
$25.35 - $27.46 $196K - $212K
7.72K $204M
GE
General Electric CO

Industrials
464
+ 15.56%
$168.59 - $212.13 $78.2K - $98.4K
3.45K $690M
XOM
Exxon Mobil Corp

Energy
322
+ 16.82%
$105.44 - $118.93 $34K - $38.3K
2.24K $266M
LLY
Eli Lilly & CO

Healthcare
26
+ 4.4%
$725.72 - $929.72 $18.9K - $24.2K
617 $510M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 9.48%
$890.62 - $1076.86 $19.6K - $23.7K
254 $240M
Ge Vernova Inc
114
+ 15.3%
N/A
859 $262M
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
15.1K
+ 16.74%
$0.17 - $0.42 $2.57K - $6.36K
106K $21.2M
AAPL
Apple Inc.

Technology
109
+ 6.83%
$209.68 - $247.1 $22.9K - $26.9K
1.71K $379M
DFAT
Dimensional ETF Tr U S Target

ETFs
44.7K
+ 7.62%
$50.44 - $58.1 $2.25M - $2.59M
630K $32.5B
MSFT
Microsoft Corp

Technology
32
+ 0.92%
$375.39 - $447.2 $12K - $14.3K
3.51K $1.32B
DFUS
Dimensional ETF Tr U S Equity

ETFs
10.1K
+ 2.67%
$59.61 - $66.71 $603K - $675K
389K $23.5B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.88K
+ 0.88%
$58.81 - $68.2 $111K - $128K
216K $12.9B
Activity Summary
Buys All Purchases 41 New Holdings 23 Increased Positions 18 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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