SEC Form 13F

Parkwoods Wealth Partners, LLC 13F Holdings

Inspect Parkwoods Wealth Partners, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-28T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-28
Reported value
$622,454,705
Positions
168

Read this manager's filing book

Step 1 of 3

Disclosed positions

Parkwoods Wealth Partners, LLC: source evidence dated 2026-07-28T03:59:59.999Z.

Issuer
DIMENSIONAL ETF TRUST
Ticker
DFAT
Class
US TARGETED VLU
Reported value
$64,686,130
Reported amount
925,410
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002042772-26-000003
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Step 3 of 3

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Disclosed positions

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DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$64,686,130925,410SHNone
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$58,480,7651,063,093SHNone
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$46,419,402972,134SHNone
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$45,334,033839,208SHNone
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$44,202,307539,447SHNone
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$35,530,809800,965SHNone
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$25,091,454304,730SHNone
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$16,037,863413,454SHNone
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$14,750,090367,558SHNone
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$14,498,043270,512SHNone
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$14,071,506349,950SHNone
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$12,759,544302,287SHNone
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$10,965,097212,132SHNone
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$8,347,362200,033SHNone
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$8,273,313200,565SHNone
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$8,057,552198,267SHNone
DIMENSIONAL ETF TRUSTDUSBULTR FIX INC ETF$7,692,510151,487SHNone
ISHARES TRIVVCORE S&P500 ETF$7,455,9499,956SHNone
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$6,872,765237,237SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$6,319,85617,079SHNone
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$6,175,30579,262SHNone
ISHARES TRIEFACORE MSCI EAFE$5,726,61859,294SHNone
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$5,713,020153,329SHNone
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$5,471,99953,100SHNone
EA SERIES TRUSTBSVOBRID OMN SMA ETF$5,002,210171,369SHNone
DIMENSIONAL ETF TRUSTDFISINTL SMALL CAP E$4,577,406130,671SHNone
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$4,567,33436,609SHNone
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$3,958,011134,489SHNone
APPLE INCAAPLCOM$3,674,33812,698SHNone
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$3,572,41996,971SHNone
DIMENSIONAL ETF TRUSTDFAWWORLD EQUITY ETF$3,391,75440,968SHNone
DIMENSIONAL ETF TRUSTDGCBGLOBAL CR ETF$3,385,52661,927SHNone
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$3,275,56539,111SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$3,267,1584,757SHNone
DIMENSIONAL ETF TRUSTDFLVUS LARG VALU ETF$3,258,37682,407SHNone
ELI LILLY & COLLYCOM$3,013,6722,513SHNone
MICROSOFT CORPMSFTCOM$2,945,1677,895SHNone
ISHARES TRITOTCORE S&P TTL STK$2,893,28817,613SHNone
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$2,854,153103,038SHNone
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$2,815,99456,062SHNone
ISHARES TRREETGLOBAL REIT ETF$2,773,313100,410SHNone
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$2,492,91573,052SHNone
ISHARES TRSUBSHRT NAT MUN ETF$2,422,51222,753SHNone
ISHARES TRIJRCORE S&P SCP ETF$2,327,42915,693SHNone
JANUS DETROIT STR TRJAAAHENDRSON AAA CL$2,137,40342,333SHNone
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$1,931,71332,752SHNone
DIMENSIONAL ETF TRUSTDFGPGLOB CO PLUS ETF$1,846,68633,909SHNone
NVIDIA CORPORATIONNVDACOM$1,803,1709,012SHNone
SCHWAB STRATEGIC TRSCHCINTL SCEQT ETF$1,655,62734,406SHNone
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$1,643,23618,016SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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