Parkwoods Wealth Partners, LLC Purchases in Q4 2025

Parkwoods Wealth Partners, LLC

  • $340 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
141K
+ 145.69%
$48.17 - $48.5 $6.81M - $6.86M
238K $11.4B
DFIV
Dimensional ETF Tr

ETFs
43.6K
+ 6.68%
$45.13 - $48.25 $1.97M - $2.1M
696K $34.7B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
18.1K
+ 1.96%
$43.57 - $45.71 $788K - $827K
942K $43.9B
DISV
Dimensional ETF Tr Dimensional

ETFs
44.3K
+ 22.79%
$35.06 - $36.3 $1.55M - $1.61M
239K $9.08B
DFSV
Dimensional ETF Tr Dimensional

ETFs
59.5K
+ 40.08%
$30.55 - $32.35 $1.82M - $1.92M
208K $6.83B
DFAT
Dimensional ETF Tr U S Target

ETFs
15.3K
+ 1.79%
$55.75 - $58.83 $853K - $900K
868K $51.7B
DFUS
Dimensional ETF Tr U S Equity

ETFs
11.2K
+ 2.26%
$71.0 - $74.64 $797K - $838K
507K $37.6B
DFAI
Dimensional ETF Tr

ETFs
39.4K
+ 89.77%
$35.82 - $37.52 $1.41M - $1.48M
83.3K $3.17B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25.8K
+ 4.92%
$37.61 - $39.41 $971K - $1.02M
551K $21.8B
LLY
Eli Lilly & CO

Healthcare
1.15K
+ 152.79%
$799.57 - $1025.28 $919K - $1.18M
1.9K $2.04B
DFAU
Dimensional ETF Tr

ETFs
28.8K
+ 57.04%
$44.77 - $47.01 $1.29M - $1.35M
79.2K $3.71B
Dimensional ETF Trust
27K
+ 21.8%
N/A
151K $7.64B
DFAE
Dimensional ETF Tr

ETFs
33.9K
+ 17.71%
$30.74 - $33.05 $1.04M - $1.12M
225K $7.33B
DUHP
Dimensional ETF Tr Dimensional

ETFs
31.3K
+ 58.24%
$37.18 - $38.47 $1.16M - $1.2M
85K $3.23B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
30.5K
+ 60.55%
$31.28 - $33.46 $954K - $1.02M
80.9K $2.68B
VTI
Vanguard Total Stock Market Et

ETFs
3.07K
New
$321.8 - $337.95 $987K - $1.04M
3.07K $1.03B
DIHP
Dimensional ETF Tr Dimensional

ETFs
22.7K
New
$30.11 - $31.43 $685K - $715K
22.7K $720M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.22K
+ 1.99%
$66.04 - $69.67 $345K - $364K
268K $18.7B
NVDA
Nvidia Corp

Technology
3.04K
+ 86.26%
$179.83 - $207.04 $547K - $630K
6.57K $1.23B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
827
+ 30.61%
$600.51 - $631.95 $497K - $523K
3.53K $2.21B
AAPL
Apple Inc.

Technology
1.68K
+ 54.84%
$245.27 - $275.25 $413K - $463K
4.75K $1.29B
MCK
Mckesson Corp

Healthcare
604
New
$738.06 - $859.37 $446K - $519K
604 $495M
SUB
Ishares Short Term National Mu

ETFs
4.6K
New
$106.22 - $106.81 $488K - $491K
4.6K $490M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.78K
+ 26.13%
$50.55 - $50.74 $495K - $496K
47.2K $2.39B
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.55K
+ 6.91%
$32.24 - $33.72 $243K - $255K
117K $4.02B
JPM
Jpmorgan Chase & CO

Financial Services
1.25K
+ 65.74%
$294.11 - $320.41 $367K - $400K
3.14K $1.01B
Dimensional ETF Trust
7.18K
+ 49.27%
N/A
21.7K $1.18B
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.88K
+ 10.06%
$30.89 - $32.15 $244K - $253K
86.3K $2.84B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.45K
New
$72.17 - $75.74 $321K - $337K
4.45K $336M
Dimensional ETF Trust
3.61K
+ 16.97%
N/A
24.9K $1.84B
DFSU
Dimensional ETF Tr Dimen Us Su
7.03K
New
N/A
7.03K $305M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.58K
+ 33.9%
$78.65 - $79.19 $282K - $284K
14.1K $1.11B
WMT
Walmart Inc.

Consumer Defensive
2.21K
+ 62.77%
$101.18 - $109.03 $224K - $241K
5.74K $640M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.99K
New
$42.71 - $43.27 $256K - $259K
5.99K $255M
VTV
Vanguard Value ETF

ETFs
1.15K
New
$182.87 - $189.72 $210K - $218K
1.15K $219M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.65K
+ 35.58%
$49.98 - $50.22 $232K - $233K
17.7K $876M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.55K
+ 13.66%
$59.84 - $60.54 $212K - $215K
29.5K $1.77B
GOOG
Alphabet Inc.

Communication Services
669
New
$237.49 - $291.74 $159K - $195K
669 $210M
JKHY
Henry Jack & Associates Inc

Technology
1.15K
New
$146.26 - $167.17 $168K - $192K
1.15K $209M
ACN
Accenture PLC

Technology
770
New
$234.02 - $253.35 $180K - $195K
770 $207M
PEP
Pepsico Inc

Consumer Defensive
1.41K
New
$138.84 - $153.71 $196K - $217K
1.41K $202M
USRT
Ishares Core U.S. Reit ETF

ETFs
3.62K
+ 94.62%
$56.64 - $59.67 $205K - $216K
7.45K $424M
QQQ
Invesco Qqq Trust, Series 1

ETFs
292
+ 53.87%
$589.5 - $635.77 $172K - $186K
834 $512M
AVUV
American Centy ETF Tr Avantis

ETFs
1.3K
+ 6.44%
$95.19 - $100.66 $124K - $131K
21.5K $2.19B
VNQ
Vanguard Specialized Funds Van

ETFs
1.56K
+ 43.5%
$88.13 - $92.69 $137K - $144K
5.13K $454M
ITOT
Ishares Core S&P Total U.S. St

ETFs
470
+ 2.69%
$142.79 - $150.05 $67.1K - $70.5K
18K $2.67B
GE
General Electric CO

Industrials
294
+ 8.23%
$291.49 - $314.28 $85.7K - $92.4K
3.87K $1.19B
Ea Series Trust
906
+ 10.27%
N/A
9.73K $1.12B
Dimensional ETF Trust
2.17K
+ 8.11%
N/A
28.9K $988M
Activity Summary
Buys All Purchases 84 New Holdings 13 Increased Positions 71 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Parkwoods Wealth Partners, LLC Portfolio

Follow Parkwoods Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Parkwoods Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parkwoods Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email