Parkwoods Wealth Partners, LLC Incresed Positions in Q2 2025

Parkwoods Wealth Partners, LLC

  • $173 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.66K
+ 0.68%
$53.65 - $67.02 $143K - $178K
392K $26.3B
DFIV
Dimensional ETF Tr

ETFs
19.9K
+ 4.26%
$34.67 - $43.21 $691K - $861K
487K $20.9B
DFAT
Dimensional ETF Tr U S Target

ETFs
9.84K
+ 1.56%
$44.8 - $53.97 $441K - $531K
640K $34.5B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.8K
+ 12.0%
$29.12 - $35.84 $664K - $817K
213K $7.62B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
14.8K
+ 2.19%
$36.25 - $42.28 $537K - $626K
692K $29.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.08K
+ 0.96%
$52.31 - $63.72 $109K - $132K
218K $13.9B
DFIC
Dimensional ETF Tr Dimensional

ETFs
23K
+ 62.36%
$24.94 - $31.15 $573K - $716K
59.8K $1.86B
MSFT
Microsoft Corp

Technology
403
+ 11.49%
$354.56 - $497.45 $143K - $200K
3.91K $1.94B
DISV
Dimensional ETF Tr Dimensional

ETFs
8.38K
+ 12.48%
$25.93 - $32.91 $217K - $276K
75.5K $2.48B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.78K
+ 41.19%
$49.79 - $50.75 $487K - $496K
33.5K $1.7B
DFSV
Dimensional ETF Tr Dimensional

ETFs
14.2K
+ 132.52%
$24.21 - $29.47 $345K - $420K
25K $736M
Dimensional ETF Trust
4.77K
+ 36.7%
N/A
17.8K $1.19B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
626
+ 86.58%
$456.74 - $568.03 $286K - $356K
1.35K $766M
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.33K
+ 61.87%
$29.36 - $35.56 $274K - $332K
24.4K $868M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.09K
+ 117.76%
$23.4 - $29.68 $213K - $270K
16.8K $499M
JPM
Jpmorgan Chase & CO

Financial Services
743
+ 66.94%
$210.28 - $289.91 $156K - $215K
1.85K $537M
DFAX
Dimensional ETF Tr
5.44K
+ 18.08%
$23.37 - $29.39 $127K - $160K
35.6K $1.04B
Dimensional ETF Trust
4.55K
+ 116.15%
N/A
8.46K $461M
AMZN
Amazon Com Inc

Consumer Cyclical
962
+ 85.51%
$167.32 - $223.3 $161K - $215K
2.09K $458M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.97K
+ 11.23%
$23.2 - $29.84 $68.9K - $88.7K
29.4K $878M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.94K
+ 39.24%
$22.4 - $23.8 $156K - $165K
24.6K $586M
TFLO
Ishares Treasury Floating Rate

ETFs
3.08K
+ 21.05%
$50.47 - $50.66 $155K - $156K
17.7K $897M
AAPL
Apple Inc.

Technology
861
+ 50.47%
$172.42 - $223.89 $148K - $193K
2.57K $527M
Ea Series Trust
1.25K
+ 39.64%
N/A
4.4K $495M
Ea Series Trust
1.26K
+ 1.08%
N/A
118K $2.41B
ROK
Rockwell Automation, Inc

Industrials
4
+ 0.28%
$218.97 - $332.17 $876 - $1.33K
1.43K $474M
V
Visa Inc.

Financial Services
277
+ 27.29%
$308.27 - $373.31 $85.4K - $103K
1.29K $459M
COST
Costco Wholesale Corp

Consumer Defensive
61
+ 24.02%
$908.13 - $1056.85 $55.4K - $64.5K
315 $312M
SPY
Spdr S&P 500 ETF Trust

ETFs
36
+ 4.98%
$496.48 - $617.85 $17.9K - $22.2K
759 $469M
AVUV
American Centy ETF Tr Avantis

ETFs
383
+ 8.81%
$75.17 - $91.21 $28.8K - $34.9K
4.73K $431M
XOM
Exxon Mobil Corp

Energy
646
+ 28.89%
$99.93 - $119.04 $64.6K - $76.9K
2.88K $311M
LLY
Eli Lilly & CO

Healthcare
86
+ 13.94%
$713.71 - $898.95 $61.4K - $77.3K
703 $548M
AVLV
American Centy ETF Tr Avantis
285
+ 5.44%
$56.85 - $68.21 $16.2K - $19.4K
5.53K $377M
ADP
Automatic Data Processing Inc

Industrials
90
+ 9.7%
$276.76 - $326.81 $24.9K - $29.4K
1.02K $314M
MNST
Monster Beverage Corp

Consumer Defensive
60
+ 1.0%
$55.01 - $64.24 $3.3K - $3.85K
6.06K $380M
NEE
Nextera Energy Inc

Utilities
308
+ 9.17%
$64.11 - $75.0 $19.7K - $23.1K
3.67K $254M
TJX
Tjx Companies Inc

Consumer Cyclical
97
+ 5.22%
$119.13 - $135.03 $11.6K - $13.1K
1.96K $242M
AFL
Aflac Inc

Financial Services
84
+ 3.58%
$99.77 - $112.45 $8.38K - $9.45K
2.43K $256M
JNJ
Johnson & Johnson

Healthcare
87
+ 5.64%
$146.36 - $159.82 $12.7K - $13.9K
1.63K $249M
Activity Summary
Buys All Purchases 61 New Holdings 21 Increased Positions 40 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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