ko.io
Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Parkwoods Wealth Partners, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Parkwoods Wealth Partners, LLC (CIK 2042772) reported $407.9M across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAT ($57.0M, 13.97%), DFUV ($49.7M, 12.18%), DFIV ($40.6M, 9.94%), DFUS ($37.2M, 9.11%), DFAC ($25.5M, 6.26%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFATDIMENSIONAL ETF TRUST$57.0M13.97%912,352Added
2DFUVDIMENSIONAL ETF TRUST$49.7M12.18%1.0MAdded
3DFIVDIMENSIONAL ETF TRUST$40.6M9.94%768,451Added
4DFUSDIMENSIONAL ETF TRUST$37.2M9.11%524,268Added
5DFACDIMENSIONAL ETF TRUST$25.5M6.26%657,444Added
6DFSDDIMENSIONAL ETF TRUST$21.3M5.23%445,859Added
7DFASDIMENSIONAL ETF TRUST$20.5M5.04%288,879Added
8DISVDIMENSIONAL ETF TRUST$12.7M3.12%322,872Added
9DFSVDIMENSIONAL ETF TRUST$11.1M2.72%316,525Added
10DFAUDIMENSIONAL ETF TRUST$10.2M2.49%225,329Added
11DFAEDIMENSIONAL ETF TRUST$9.3M2.29%275,705Added
12DUSBDIMENSIONAL ETF TRUST$7.5M1.84%148,262Trimmed
13DFAIDIMENSIONAL ETF TRUST$6.4M1.57%164,478Added
14DUHPDIMENSIONAL ETF TRUST$5.5M1.36%150,903Added
15DFEMDIMENSIONAL ETF TRUST$5.4M1.31%154,978Added
16DFGRDIMENSIONAL ETF TRUST$5.2M1.27%194,292Added
17DFICDIMENSIONAL ETF TRUST$4.8M1.17%134,158Added
18BSVOEA SERIES TRUST$4.7M1.16%186,004Trimmed
19BSVVANGUARD BD INDEX FDS$4.2M1.02%53,310Added
20DFAXDIMENSIONAL ETF TRUST$3.4M0.83%99,136Trimmed
21DFISDIMENSIONAL ETF TRUST$3.2M0.79%96,292Added
22DFAWDIMENSIONAL ETF TRUST$2.7M0.65%35,941Added
23AVUVAMERICAN CENTY ETF TR$2.4M0.60%22,062Added
24ITOTISHARES TR$2.5M0.60%17,271Trimmed
25AVDVAMERICAN CENTY ETF TR$2.4M0.59%24,062Trimmed

Source: SEC Form 13F filings · as of 2026-03-31