PW

Parkshore Wealth Management, Inc.

13F
Parkshore Wealth Management, Inc.
Last update 2025-07-14 64 Stocks (5 new)
Value $205.00 Mil Turnover 14 %
Countries:
Top Holdings: DFAC(30.35%)DFCF(7.54%)AVUS(4.46%)DFAI(4.25%)DFGR(4.08%)
Summary Stock Picks Current Portfolio
Parkshore Wealth Management, I... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
1,732,376
62,088.3
+20.72%
30.350
+5.21%
0.180
+18.37%
+5.61%
35,543.3
 
DFCF
Dimensional Core Fixed Income ETF
365,203
15,433.5
+16.72%
7.540
+1.08%
0.220
+0.86%
+1.74%
7,117.3
 
AVUS
Avantis U.S. Equity ETF
90,592
9,133.5
+28.69%
4.460
+0.99%
0.100
+18.52%
+5.76%
8,878.4
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
251,675
8,700.4
-21.18%
4.250
-1.23%
0.080
+10.19%
+17.40%
10,458.8
 
DFGR
Dimensional Global Real Estate ETF
311,070
8,346.0
+36.11%
4.080
+1.08%
0.330
+4.26%
+5.36%
2,557.8
 
AAPL
Apple Inc
39,073
8,016.6
-0.92%
3.920
-0.05%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
155,234
7,452.8
+45.79%
3.640
+1.14%
0.160
+1.01%
+2.41%
4,858.6
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
198,828
7,070.3
+20.76%
3.460
+0.59%
0.080
+15.41%
+7.04%
8,829.1
 
AVUV
Avantis U.S. Small Cap Value ETF
76,409
6,960.8
+5.15%
3.400
+0.17%
0.040
+16.56%
-2.86%
16,539.2
 
DFSB
Dimensional Global Sustainability Fixed Income ETF
Dimensional Global Sustainability Fixed Income ETF
128,462
6,735.3
+43.39%
3.290
+1.00%
1.400
+1.48%
+2.18%
484.1
 

Parkshore Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Parkshore Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+5.21%
●
29.12 ($33.35) 35.84
$36.53
9.54%
Add 20.72%
1,732,376
297,369
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-06-30
Reduce
Reduce
-1.23%
●
28.02 ($32.74) 34.71
$34.28
4.70%
Reduce -21.18%
251,675
-67,627
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-06-30
Add
Add
+1.14%
●
47.09 ($47.62) 48.01
$48.01
0.82%
Add 45.79%
155,234
48,756
DFCF
Dimensional Core Fixed Income ETF
2025-06-30
Add
Add
+1.08%
●
41.1 ($41.71) 42.37
$41.99
0.67%
Add 16.72%
365,203
52,309
DFGR
Dimensional Global Real Estate ETF
2025-06-30
Add
Add
+1.08%
●
23.51 ($26.25) 27.25
$26.91
2.51%
Add 36.11%
311,070
82,525
DFSB
Dimensional Global Sustainability Fixed Income ETF
Dimensional Global Sustainability Fixed Income ETF
2025-06-30
Add
Add
+1.00%
●
50.72 ($51.57) 52.43
$52.05
0.93%
Add 43.39%
128,462
38,875
AVUS
Avantis U.S. Equity ETF
2025-06-30
Add
Add
+0.99%
●
81.38 ($93.61) 100.82
$102.51
9.51%
Add 28.69%
90,592
20,195
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-06-30
New Buy
New Buy
+0.63%
●
24.94 ($29.27) 31.15
$30.89
5.53%
New holding
41,516
41,516
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-06-30
Add
Add
+0.59%
●
29.36 ($33.38) 35.56
$36.17
8.36%
Add 20.76%
198,828
34,181
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2025-06-30
Reduce
Reduce
-0.57%
●
61.76 ($73.9) 79.32
$80.16
8.47%
Reduce -16.95%
68,897
-14,058

Parkshore Wealth Management, Inc. Total Holding History ($B)

To

Parkshore Wealth Management, Inc.'s Asset Allocation

To

Parkshore Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Parkshore Wealth Management, Inc.'s Hypothetical Growth since 2025-06-30

Parkshore Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Parkshore Wealth Management, Inc.'s Holdings Heat Map

Size field:

Parkshore Wealth Management, Inc.'s Holdings Bubble Chart

Parkshore Wealth Management, Inc. News

  • 1

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