Parkwoods Wealth Partners, LLC
Q4 2024 13F Holdings
- Locationsyracuse, NY
- Num holdings
33
- Value ($000)
$125,726
- Date Filed01/23/2025
- Form type13F-HR
- CIK0002042772
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $32.60M | 26 % | 585,752 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $26.78M | 21 % | 654,413 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $24.16M | 19 % | 378,996 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $14.81M | 12 % | 417,360 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $13.95M | 11 % | 214,421 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.46M | 1 % | 3,474 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $1.45M | 1 % | 41,919 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $1.40M | 1 % | 52,813 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $1.12M | 1 % | 44,300 | ||
BRO BROWN & BROWN INC | COM | 115236101 | $1.07M | 1 % | 10,528 |
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