Institutional Manager · CIK 0002042772
Parkwoods Wealth Partners, LLC
Syracuse, NY · File #028-24426
Latest AUM
$339.9M
Positions
112
Top-10 Concentration
76.3%
Filings
6
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V609 | 867,921 | $51.7M | 16.16% |
| 2 | DIMENSIONAL ETF TRUST | 25434V724 | 942,335 | $43.9M | 13.73% |
| 3 | DIMENSIONAL ETF TRUST | 25434V401 | 507,134 | $37.6M | 11.76% |
| 4 | DIMENSIONAL ETF TRUST | 25434V807 | 696,178 | $34.7M | 10.86% |
| 5 | DIMENSIONAL ETF TRUST | 25434V708 | 551,249 | $21.8M | 6.82% |
| 6 | DIMENSIONAL ETF TRUST | 25434V500 | 267,844 | $18.7M | 5.84% |
| 7 | DIMENSIONAL ETF TRUST | 25434V864 | 238,468 | $11.4M | 3.58% |
| 8 | DIMENSIONAL ETF TRUST | 25434V781 | 238,950 | $9.1M | 2.84% |
| 9 | DIMENSIONAL ETF TRUST | 25434V591 | 150,855 | $7.6M | 2.39% |
| 10 | DIMENSIONAL ETF TRUST | 25434V302 | 225,077 | $7.3M | 2.29% |
| 11 | DIMENSIONAL ETF TRUST | 25434V815 | 207,768 | $6.8M | 2.14% |
| 12 | EA SERIES TRUST | 02072L532 | 189,438 | $4.4M | 1.38% |
| 13 | DIMENSIONAL ETF TRUST | 25434V799 | 116,710 | $4.0M | 1.26% |
| 14 | DIMENSIONAL ETF TRUST | 25434V104 | 79,196 | $3.7M | 1.16% |
| 15 | DIMENSIONAL ETF TRUST | 25434V880 | 99,680 | $3.3M | 1.02% |
| 16 | DIMENSIONAL ETF TRUST | 25434V831 | 85,004 | $3.2M | 1.01% |
| 17 | DIMENSIONAL ETF TRUST | 25434V203 | 83,278 | $3.2M | 0.99% |
| 18 | DIMENSIONAL ETF TRUST | 25434V658 | 112,924 | $3.0M | 0.93% |
| 19 | DIMENSIONAL ETF TRUST | 25434V773 | 86,252 | $2.8M | 0.89% |
| 20 | DIMENSIONAL ETF TRUST | 25434V732 | 80,903 | $2.7M | 0.84% |