Institutional Fund
Parkwoods Wealth Partners, LLC
Syracuse, NYCIK 20427725 filings on record
Portfolio Value
$407.93M
Q1 2026
Holdings
111
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+20.0%
from $339.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust14.0%
- Dimensional ETF Trust12.2%
- Dimensional ETF Trust9.9%
- Dimensional ETF Trust9.1%
- Dimensional ETF Trust6.3%
- Dimensional ETF Trust5.2%
- Other43.3%
Portfolio Holdings
111 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 912.4K | $56.98M | 14.0% | +44.4K | Added |
| 2 | Dimensional ETF Trust | 1.02M | $49.67M | 12.2% | +82.5K | Added |
| 3 | Dimensional ETF Trust | 768.5K | $40.56M | 9.9% | +72.3K | Added |
| 4 | Dimensional ETF Trust | 524.3K | $37.18M | 9.1% | +17.1K | Added |
| 5 | Dimensional ETF Trust | 657.4K | $25.55M | 6.3% | +106.2K | Added |
| 6 | Dimensional ETF Trust | 445.9K | $21.35M | 5.2% | +207.4K | Added |
| 7 | Dimensional ETF Trust | 288.9K | $20.55M | 5.0% | +21.0K | Added |
| 8 | Dimensional ETF Trust | 322.9K | $12.73M | 3.1% | +83.9K | Added |
| 9 | Dimensional ETF Trust | 316.5K | $11.09M | 2.7% | +108.8K | Added |
| 10 | Dimensional ETF Trust | 225.3K | $10.17M | 2.5% | +146.1K | Added |
101 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio