Parkworth Wealth Management, Inc. Purchases in Q4 2024

Parkworth Wealth Management, Inc.

  • $120 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
167K
New
$94.36 - $102.06 $15.8M - $17.1M
167K $16.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
451K
New
$33.92 - $36.6 $15.3M - $16.5M
451K $15.6B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
157K
New
$41.17 - $43.34 $6.47M - $6.82M
157K $6.49B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
86.2K
New
$74.5 - $78.37 $6.42M - $6.76M
86.2K $6.44B
AVDE
American Centy ETF Tr Avantis

ETFs
93.8K
New
$60.9 - $66.69 $5.71M - $6.25M
93.8K $5.75B
DFIC
Dimensional ETF Tr Dimensional

ETFs
216K
New
$25.61 - $28.0 $5.54M - $6.06M
216K $5.6B
AVUV
American Centy ETF Tr Avantis

ETFs
47.2K
New
$94.37 - $106.41 $4.45M - $5.02M
47.2K $4.56B
DFAT
Dimensional ETF Tr U S Target

ETFs
81.7K
New
$54.54 - $61.04 $4.46M - $4.99M
81.7K $4.55B
DFSD
Dimensional ETF Tr Short Durat

ETFs
75.9K
New
$46.75 - $47.8 $3.55M - $3.63M
75.9K $3.56B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
86.9K
New
$40.38 - $44.35 $3.51M - $3.85M
86.9K $3.55B
AVEM
American Centy ETF Tr Avantis

ETFs
53.2K
New
$58.59 - $66.14 $3.12M - $3.52M
53.2K $3.13B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
118K
New
$26.16 - $28.82 $3.1M - $3.41M
118K $3.1B
DFAS
Dimensional ETF Tr U S Small C

ETFs
45.4K
New
$63.58 - $71.15 $2.89M - $3.23M
45.4K $2.96B
DFUS
Dimensional ETF Tr U S Equity

ETFs
38.9K
New
$61.52 - $66.5 $2.39M - $2.59M
38.9K $2.48B
VTI
Vanguard Total Stock Market Et

ETFs
7.46K
New
$280.04 - $302.45 $2.09M - $2.26M
7.46K $2.16B
AVDV
American Centy ETF Tr Avantis

ETFs
23.5K
New
$63.85 - $70.4 $1.5M - $1.66M
23.5K $1.53B
Dimensional ETF Trust
29.5K
New
N/A
29.5K $1.49B
BNDX
Vanguard Total International B

ETFs
29.1K
New
$48.91 - $50.61 $1.43M - $1.47M
29.1K $1.43B
DISV
Dimensional ETF Tr Dimensional

ETFs
51.4K
New
$26.18 - $28.77 $1.35M - $1.48M
51.4K $1.37B
DFSV
Dimensional ETF Tr Dimensional

ETFs
41.1K
New
$30.18 - $33.87 $1.24M - $1.39M
41.1K $1.27B
DFIV
Dimensional ETF Tr

ETFs
35.6K
New
$34.86 - $37.97 $1.24M - $1.35M
35.6K $1.26B
NVDA
Nvidia Corp

Technology
8.76K
New
$117.0 - $148.88 $1.02M - $1.3M
8.76K $1.18B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
17.6K
New
$60.13 - $67.31 $1.06M - $1.19M
17.6K $1.07B
VFVA
Vanguard Wellington Fd U S Val

ETFs
8.49K
New
$117.34 - $130.02 $996K - $1.1M
8.49K $1B
AAPL
Apple Inc.

Technology
3.89K
New
$221.69 - $259.02 $862K - $1.01M
3.89K $974M
VEA
Vanguard Ftse Developed Market

ETFs
19.9K
New
$47.57 - $52.44 $949K - $1.05M
19.9K $954M
GLD
Spdr Gold Trust

ETFs
3.7K
New
$236.59 - $257.5 $876K - $953K
3.7K $896M
REET
Ishares Global Reit ETF

ETFs
35.1K
New
$23.43 - $26.54 $822K - $932K
35.1K $841M
AVRE
American Centy ETF Tr Avantis
19.7K
New
$41.03 - $46.91 $809K - $925K
19.7K $827M
SHOP
Shopify Inc.

Technology
7.17K
New
$78.14 - $119.49 $560K - $857K
7.17K $762M
Dimensional ETF Trust
28.1K
New
N/A
28.1K $718M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.74K
New
$129.96 - $144.97 $615K - $687K
4.74K $660M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
13.7K
New
$47.65 - $48.6 $651K - $664K
13.7K $652M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.1K
New
$124.26 - $134.12 $509K - $550K
4.1K $527M
VB
Vanguard Small Cap ETF

ETFs
2.19K
New
$233.76 - $261.58 $512K - $573K
2.19K $526M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
10.9K
New
$43.67 - $47.04 $478K - $515K
10.9K $496M
QQQ
Invesco Qqq Trust, Series 1

ETFs
930
New
$481.22 - $538.17 $448K - $500K
930 $476M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.6K
New
$44.04 - $49.49 $465K - $522K
10.6K $465M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
6.96K
New
$64.62 - $71.43 $450K - $497K
6.96K $450M
SPY
Spdr S&P 500 ETF Trust

ETFs
662
New
$567.81 - $607.81 $376K - $402K
662 $388M
EFV
Msci Eafe Value ETF

ETFs
6.55K
New
$51.78 - $57.15 $339K - $374K
6.55K $343M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
648
New
$417.69 - $450.94 $271K - $292K
648 $276M
CVX
Chevron Corp

Energy
1.81K
New
$141.15 - $162.53 $255K - $294K
1.81K $262M
XOM
Exxon Mobil Corp

Energy
2.37K
New
$105.51 - $125.37 $250K - $297K
2.37K $255M
IWB
Ishares Tr Russell 1000 ETF

ETFs
739
New
$311.11 - $335.64 $230K - $248K
739 $238M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.18K
New
$100.18 - $109.1 $219K - $238K
2.18K $229M
VGSH
Vanguard

ETFs
3.93K
New
$58.02 - $58.88 $228K - $232K
3.93K $229M
XJR
Ishares Tresg Screened S&P Sma

ETFs
5.28K
New
$40.62 - $45.4 $214K - $240K
5.28K $217M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.46K
New
$57.78 - $60.4 $200K - $209K
3.46K $201M
Activity Summary
Buys All Purchases 1271 New Holdings 1271 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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