Parkshore Wealth Management, Inc. DFCF holdings history
DIMENSIONAL CORE FIXED INC · CUSIP 25434V872 · CIK 2024251
As of 2026-06-30, Parkshore Wealth Management, Inc. reported 898.07K DFCF (shares), valued at $37.91M, or 10.89% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 22.62%; reported value increased 22.59%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 10.89% | 898,068 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 10.34% | 732,420 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 9.05% | 566,442 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 8.12% | 465,807 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 7.54% | 365,203 | SEC filing ↗Filed Jul 14, 2025 |
| Q1 2025 | 7.65% | 312,894 | SEC filing ↗Filed May 29, 2025 |
| Q4 2024 | 6.98% | 281,095 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 6.98% | 281,095 | $11.60M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 7.65% | 312,894 | $13.16M | Shares increased 11.31%; reported value increased 13.44%, and weight changed +0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 29, 2025 |
| Q2 2025 | 7.54% | 365,203 | $15.43M | Shares increased 16.72%; reported value increased 17.27%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2025 |
| Q3 2025 | 8.12% | 465,807 | $19.92M | Shares increased 27.55%; reported value increased 29.06%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 9.05% | 566,442 | $24.11M | Shares increased 21.60%; reported value increased 21.04%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 10.34% | 732,420 | $30.92M | Shares increased 29.30%; reported value increased 28.27%, and weight changed +1.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 10.89% | 898,068 | $37.91M | Shares increased 22.62%; reported value increased 22.59%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.