DFEM — DIMENSIONAL ETF TRUST

Ownership history in Parkwoods Wealth Partners, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Parkwoods Wealth Partners, LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.79% (2025 Q4)
Avg. % of fund
0.44%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 80,903 +30,513 +60.6% 0.79% $2.7M $33.08
2025 Q3 ADDED 50,390 +33,581 +199.8% 0.55% $1.6M $31.87
2025 Q2 ADDED 16,809 +9,090 +117.8% 0.29% $499K $29.26
2025 Q1 INITIATED 7,719 — — 0.14% $204K $25.86
% of Fund (quarterly)    DFEM price (monthly, adj. close)

Other funds also holding DFEM

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 25.18% EnRich Financial Partners LLC 11.56% CAPSTONE CAPITAL LLC 11.37% Kooman & Associates 3Y 9.89% Your Advocates Ltd., LLP 3Y 9.37% GREAT OAK CAPITAL PARTNERS, LLC 9.25% Seaside Wealth Management, Inc. 3Y 9.04% Cravens & Co Advisors, LLC 3Y 8.67% Sensible Money, LLC 7.65% Forum Financial Management, LP 3Y 7.57%
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