DFGR — DIMENSIONAL ETF TRUST

Ownership history in Parkwoods Wealth Partners, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Parkwoods Wealth Partners, LLC reported a position in DIMENSIONAL ETF TRUST (DFGR). 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
0.88% (2025 Q4)
Avg. % of fund
0.7%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 112,924 +55,902 +98.0% 0.88% $3.0M $26.42
2025 Q3 INITIATED 57,022 — — 0.53% $1.6M $26.67
% of Fund (quarterly)    DFGR price (monthly, adj. close)

Other funds also holding DFGR

As of 2025 Q4 — sorted by position size

LifeGuide Financial Advisors, LLC 3Y 21.19% Creative Capital Management Investments LLC 3Y 6.42% Forum Financial Management, LP 3Y 5.72% DiNuzzo Private Wealth, Inc. 5.22% Sprinkle Financial Consultants LLC 4.78% CogentBlue Wealth Advisors, LLC 4.41% Rather & Kittrell, Inc. 3Y 4.38% North Ridge Wealth Advisors, Inc. 4.34% JMG Financial Group, Ltd. 3Y 7Y 4.23% Private Wealth Management Group, LLC 4.02%
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