Parkwoods Wealth Partners, LLC
Q1 2025 13F Holdings
- Locationsyracuse, NY
- Num holdings
110
- Value ($000)
$296,095
- Date Filed05/12/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $32.46 M | 22 % | 630,408 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $32.46 M | 22 % | 630,408 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $27.92 M | 19 % | 677,388 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $27.92 M | 19 % | 677,388 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $23.53 M | 16 % | 389,111 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $23.53 M | 16 % | 389,111 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $18.40 M | 12 % | 467,494 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $18.40 M | 12 % | 467,494 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $12.92 M | 9 % | 216,301 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $12.92 M | 9 % | 216,301 |
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