2026 Q2 Portfolio Activity
In 2026 Q2, Parkwoods Wealth Partners, LLC maintained a portfolio of 168 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 2.33% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 118.0%.
Position History
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Total Positions
168
Quarter
2026 Q2
Top Holding
DFAT (10.4%)
Top 10 Concentration
58.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 168
Parkwoods Wealth Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAT
DIMENSIONAL ETF...
|
ETF | 10.39% | 13.97% |
#1
Prev: #1
|
6.5 |
—
|
13,058 | 1.4% |
P
S
|
925,410 | $64,686,130 |
$55.46
+29.9%
|
2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | ||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 9.40% | 12.18% |
#2
Prev: #2
|
5.8 |
—
|
38,217 | 3.7% |
P
S
|
1,063,093 | $58,480,765 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 7.46% | 5.23% |
#3
3
Prev: #6
|
7.0 |
—
|
526,275 | 118.0% |
P
S
|
972,134 | $46,419,402 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 7.28% | 9.94% |
#4
1
Prev: #3
|
5.4 |
—
|
70,757 | 9.2% |
P
S
|
839,208 | $45,334,033 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 7.10% | 9.11% |
#5
1
Prev: #4
|
3.8 |
—
|
15,179 | 2.9% |
P
S
|
539,447 | $44,202,307 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 5.71% | 6.26% |
#6
1
Prev: #5
|
4.8 |
—
|
143,521 | 21.8% |
P
S
|
800,965 | $35,530,809 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 4.03% | 5.04% |
#7
Prev: #7
|
3.6 |
—
|
15,851 | 5.5% |
P
S
|
304,730 | $25,091,454 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 2.58% | 2.72% |
#8
1
Prev: #9
|
3.5 |
—
|
96,929 | 30.6% |
P
S
|
413,454 | $16,037,863 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 2.37% | 3.12% |
#9
1
Prev: #8
|
2.9 |
—
|
44,686 | 13.8% |
P
S
|
367,558 | $14,750,090 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 2.33% | — |
#10
Prev: #—
|
4.4 |
—
|
270,512 | — |
NEW
|
270,512 | $14,498,043 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 2.26% | 2.29% |
#11
Prev: #11
|
3.4 |
—
|
74,245 | 26.9% |
P
S
|
349,950 | $14,071,506 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.05% | 0.08% |
#12
70
Prev: #82
|
3.8 |
—
|
294,839 | 3958.6% |
P
S
|
302,287 | $12,759,544 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 1.76% | 2.49% |
#13
3
Prev: #10
|
1.2 |
—
|
-13,197 | -5.9% |
P
S
|
212,132 | $10,965,097 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 1.34% | 1.36% |
#14
Prev: #14
|
3.0 |
—
|
49,130 | 32.6% |
P
S
|
200,033 | $8,347,362 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.33% | 1.57% |
#15
2
Prev: #13
|
3.0 |
—
|
36,087 | 21.9% |
P
S
|
200,565 | $8,273,313 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 1.29% | 1.31% |
#16
1
Prev: #15
|
3.0 |
—
|
43,289 | 27.9% |
P
S
|
198,267 | $8,057,552 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 1.24% | 1.84% |
#17
5
Prev: #12
|
1.0 |
—
|
3,225 | 2.2% |
P
S
|
151,487 | $7,692,510 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
IVV
ISHARES TR
|
ETF | 1.20% | 0.13% |
#18
41
Prev: #59
|
3.5 |
—
|
9,169 | 1165.1% |
P
S
|
9,956 | $7,455,949 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.10% | 1.27% |
#19
3
Prev: #16
|
2.9 |
—
|
42,945 | 22.1% |
P
S
|
237,237 | $6,872,765 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.02% | 0.24% |
#20
22
Prev: #42
|
3.4 |
—
|
13,967 | 448.8% |
P
S
|
17,079 | $6,319,856 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.99% | 1.02% |
#21
2
Prev: #19
|
2.9 |
—
|
25,952 | 48.7% |
P
S
|
79,262 | $6,175,305 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
IEFA
ISHARES TR
|
ETF | 0.92% | — |
#22
Prev: #—
|
3.9 |
—
|
59,294 | — |
NEW
|
59,294 | $5,726,618 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 0.92% | 1.17% |
#23
6
Prev: #17
|
2.4 |
—
|
19,171 | 14.3% |
P
S
|
153,329 | $5,713,020 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.88% | 0.59% |
#24
1
Prev: #25
|
3.4 |
—
|
29,038 | 120.7% |
P
S
|
53,100 | $5,471,999 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BSVO
EA SERIES TRUST
|
ETF | 0.80% | 1.16% |
#25
7
Prev: #18
|
0.8 |
—
|
-14,635 | -7.9% |
P
S
|
171,369 | $5,002,210 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 0.74% | 0.79% |
#26
5
Prev: #21
|
2.8 |
—
|
34,379 | 35.7% |
P
S
|
130,671 | $4,577,406 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.73% | 0.60% |
#27
3
Prev: #24
|
3.3 |
—
|
14,547 | 65.9% |
P
S
|
36,609 | $4,567,334 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.64% | — |
#28
Prev: #—
|
3.8 |
—
|
134,489 | — |
NEW
|
134,489 | $3,958,011 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AAPL
APPLE INC
|
Technology | 0.59% | 0.27% |
#29
8
Prev: #37
|
3.2 |
—
|
8,326 | 190.4% |
P
S
|
12,698 | $3,674,338 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.57% | 0.83% |
#30
10
Prev: #20
|
0.7 |
—
|
-2,165 | -2.2% |
P
S
|
96,971 | $3,572,419 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.54% | 0.65% |
#31
9
Prev: #22
|
2.2 |
—
|
5,027 | 14.0% |
P
S
|
40,968 | $3,391,754 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DGCB
DIMENSIONAL ETF...
|
ETF | 0.54% | — |
#32
Prev: #—
|
3.7 |
—
|
61,927 | — |
NEW
|
61,927 | $3,385,526 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.53% | — |
#33
Prev: #—
|
3.7 |
—
|
39,111 | — |
NEW
|
39,111 | $3,275,565 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.52% | 0.53% |
#34
7
Prev: #27
|
2.7 |
—
|
1,109 | 30.4% |
P
S
|
4,757 | $3,267,158 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 0.52% | 0.25% |
#35
6
Prev: #41
|
3.2 |
—
|
53,477 | 184.8% |
P
S
|
82,407 | $3,258,376 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.48% | 0.43% |
#36
4
Prev: #32
|
2.7 |
—
|
589 | 30.6% |
P
S
|
2,513 | $3,013,672 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.47% | 0.47% |
#37
8
Prev: #29
|
3.2 |
—
|
2,674 | 51.2% |
P
S
|
7,895 | $2,945,167 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
ITOT
ISHARES TR
|
ETF | 0.46% | 0.60% |
#38
15
Prev: #23
|
0.7 |
—
|
342 | 2.0% |
P
S
|
17,613 | $2,893,288 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.46% | — |
#39
Prev: #—
|
3.7 |
—
|
103,038 | — |
NEW
|
103,038 | $2,854,153 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.45% | 0.47% |
#40
10
Prev: #30
|
2.7 |
—
|
17,368 | 44.9% |
P
S
|
56,062 | $2,815,994 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
REET
ISHARES TR
|
ETF | 0.45% | — |
#41
Prev: #—
|
3.7 |
—
|
100,410 | — |
NEW
|
100,410 | $2,773,313 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 0.40% | 0.49% |
#42
14
Prev: #28
|
2.2 |
—
|
11,373 | 18.4% |
P
S
|
73,052 | $2,492,915 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SUB
ISHARES TR
|
ETF | 0.39% | 0.37% |
#43
9
Prev: #34
|
3.2 |
—
|
8,686 | 61.7% |
P
S
|
22,753 | $2,422,512 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
IJR
ISHARES TR
|
ETF | 0.37% | — |
#44
Prev: #—
|
3.6 |
—
|
15,693 | — |
NEW
|
15,693 | $2,327,429 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 0.34% | 0.59% |
#45
19
Prev: #26
|
0.6 |
—
|
-5,133 | -10.8% |
P
S
|
42,333 | $2,137,403 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.31% | 0.45% |
#46
15
Prev: #31
|
2.1 |
—
|
1,923 | 6.2% |
P
S
|
32,752 | $1,931,713 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 0.30% | 0.37% |
#47
14
Prev: #33
|
2.6 |
—
|
6,019 | 21.6% |
P
S
|
33,909 | $1,846,686 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.29% | 0.27% |
#48
9
Prev: #39
|
2.6 |
—
|
2,741 | 43.7% |
P
S
|
9,012 | $1,803,170 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 0.27% | — |
#49
Prev: #—
|
3.6 |
—
|
34,406 | — |
NEW
|
34,406 | $1,655,627 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.26% | 0.22% |
#50
7
Prev: #43
|
3.1 |
—
|
6,768 | 60.2% |
P
S
|
18,016 | $1,643,236 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 |
Showing 1-50 of 168 holdings