ETF Holders

Parkwoods Wealth Partners, LLC ETF holdings

Syracuse, NY

Reported $576.3M in 97 ETFs in its Form 13F for June 30, 2026.

ETF value
$576.3M
ETFs held
97
Change from prior quarter
+49.7%
With price moves
ETFs as a share of its 13F
92.6%
of $622.5M

Top 10 of 97 ETF holdings

TickerFundValueSharesChange
DFATDimensional U.S. Targeted Value ETF$64.7M925,410+13,058 shares
DFUVDimensional US Marketwide Value ETF$58.5M1,063,093+38,217 shares
DFSDDimensional Short-Duration Fixed Income ETF$46.4M972,134+526,275 shares
DFIVDimensional International Value ETF$45.3M839,208+70,757 shares
DFUSDimensional U.S. Equity Market ETF$44.2M539,447+15,179 shares
DFACDimensional U.S. Core Equity 2 ETF$35.5M800,965+143,521 shares
DFASDimensional U.S. Small Cap ETF$25.1M304,730+15,851 shares
DFSVDimensional US Small Cap Value ETF$16.0M413,454+96,929 shares
DISVDimensional International Small Cap Value ETF$14.8M367,558+44,686 shares
DFGXDimensional International Core Fixed Income ETF$14.5M270,512New position
87 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002042772. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Parkwoods Wealth Partners, LLC own?

Parkwoods Wealth Partners, LLC reported 97 ETF positions worth $576.3M in its Form 13F for June 30, 2026. The largest was DFAT, at $64.7M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.