Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Parkshore Wealth Management, Inc. (CIK 2024251) reported $299.1M across 69 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($87.6M, 29.30%), DFCF ($30.9M, 10.34%), AVUV ($21.3M, 7.13%), DFAI ($19.6M, 6.54%), DFSD ($13.6M, 4.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $87.6M | 29.30% | 2.3M | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $30.9M | 10.34% | 732,420 | Added |
| 3 | AVUV | AMERICAN CENTY ETF TR | $21.3M | 7.13% | 193,102 | Added |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $19.6M | 6.54% | 501,887 | Added |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $13.6M | 4.56% | 285,037 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $12.2M | 4.08% | 332,395 | Added |
| 7 | DFSB | DIMENSIONAL ETF TRUST | $11.2M | 3.74% | 216,430 | Added |
| 8 | AVDV | AMERICAN CENTY ETF TR | $9.7M | 3.26% | 97,505 | Added |
| 9 | AAPL | APPLE INC | $9.7M | 3.26% | 38,373 | Trimmed |
| 10 | AVUS | AMERICAN CENTY ETF TR | $9.5M | 3.17% | 85,301 | Trimmed |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $8.3M | 2.78% | 245,836 | Added |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $7.0M | 2.33% | 111,791 | Added |
| 13 | DFGR | DIMENSIONAL ETF TRUST | $5.6M | 1.87% | 210,980 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $3.9M | 1.30% | 18,616 | Added |
| 15 | TSLA | TESLA INC | $3.2M | 1.06% | 8,559 | Hold |
| 16 | AVES | AMERICAN CENTY ETF TR | $3.1M | 1.03% | 51,222 | Trimmed |
| 17 | DFAW | DIMENSIONAL ETF TRUST | $2.9M | 0.98% | 39,918 | Added |
| 18 | AXP | AMERICAN EXPRESS CO | $2.9M | 0.97% | 9,580 | Added |
| 19 | LMT | LOCKHEED MARTIN CORP | $2.7M | 0.89% | 4,390 | Added |
| 20 | MSI | MOTOROLA SOLUTIONS INC | $2.0M | 0.67% | 4,614 | Added |
| 21 | DFAU | DIMENSIONAL ETF TRUST | $2.0M | 0.67% | 44,553 | Trimmed |
| 22 | AVLV | AMERICAN CENTY ETF TR | $1.9M | 0.64% | 23,634 | Trimmed |
| 23 | DFEV | DIMENSIONAL ETF TRUST | $1.8M | 0.59% | 49,563 | Added |
| 24 | DFIC | DIMENSIONAL ETF TRUST | $1.7M | 0.58% | 49,175 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $1.5M | 0.50% | 10,268 | Added |
Source: SEC Form 13F filings · as of 2026-03-31