Parkwoods Wealth Partners
Parkwoods Wealth Partners reported 168 stocks worth $622M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are Dimensional U S Targeted (10.4%), DFUV (9.4%) and DFSD (7.5%). Compared with Q1 2026, the fund opened new positions in DFGX, IEFA and SCHX, added to DFUV, DFSD and DFIV and trimmed DFAU, BSVO and DFAX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL U S TARGETED | $64.7M | 10.4% | 925K | +13K (+1%) | 8 of 8 | |
| 2 |  DFUV Dimensional US Marketwide Value ETF | $58.5M | 9.4% | 1.1M | +38K (+4%) | 8 of 8 | |
| 3 |  DFSD Dimensional Shrt Drt Fxd | $46.4M | 7.5% | 972K | +526K (+118%) | 5 of 8 | |
| 4 |  DFIV Dimensional ETF Trust | $45.3M | 7.3% | 839K | +71K (+9%) | 8 of 8 | |
| 5 |  DFUS Dimensional US Equity Market ETF | $44.2M | 7.1% | 539K | +15K (+3%) | 8 of 8 | |
| 6 | DIMENSIONAL ETF TRUST | $35.5M | 5.7% | 801K | +144K (+22%) | 8 of 8 | |
| 7 | DIMENSIONAL U S SMALL CAP ETF | $25.1M | 4.0% | 305K | +16K (+5%) | 8 of 8 | |
| 8 | DIMENSIONAL ETF TRUST | $16M | 2.6% | 413K | +97K (+31%) | 6 of 8 | |
| 9 |  DISV Dimensional ETF Trust | $14.8M | 2.4% | 368K | +45K (+14%) | 8 of 8 | |
| 10 |  DFGX Dimensional ETF Trust | $14.5M | 2.3% | 271K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Parkwoods Wealth Partners 13F FAQ
What does Parkwoods Wealth Partners own?
Parkwoods Wealth Partners reported 168 stocks worth $622M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are Dimensional U S Targeted (10.4%), DFUV (9.4%) and DFSD (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Parkwoods Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 57 new positions, 86 added to, 14 trimmed and 0 sold out. New positions include DFGX, IEFA and SCHX.
When will Parkwoods Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Parkwoods Wealth Partners's portfolio worth?
The Q2 2026 filing reports $622M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.