PWA
PCG Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,504
| Closed | -$454K | – | 109 |
|
|
2025
Q1 | $454K | Hold |
7,504
| – | – | 0.16% | 90 |
|
|
2024
Q4 | $478K | Hold |
7,504
| – | – | 0.18% | 86 |
|
|
2024
Q3 | $467K | Hold |
7,504
| – | – | 0.18% | 81 |
|
|
2024
Q2 | $442K | Hold |
7,504
| – | – | 0.19% | 75 |
|
|
2024
Q1 | $428K | Hold |
7,504
| – | – | 0.2% | 74 |
|
|
2023
Q4 | $389K | Hold |
7,504
| – | – | 0.22% | 69 |
|
|
2023
Q3 | $349K | Sell |
7,504
-528
| -7% | -$24.6K | 0.23% | 70 |
|
|
2023
Q2 | $387K | Sell |
8,032
-913
| -10% | -$44K | 0.24% | 72 |
|
|
2023
Q1 | $397K | Sell |
8,945
-1,740
| -16% | -$77.3K | 0.25% | 71 |
|
|
2022
Q4 | $445K | Sell |
10,685
-11,285
| -51% | -$470K | 0.28% | 68 |
|
|
2022
Q3 | $851K | Buy |
21,970
+9,738
| +80% | +$377K | 0.3% | 55 |
|
|
2022
Q2 | $498K | Buy |
+12,232
| New | +$498K | 0.36% | 48 |
|
|
2022
Q1 | – | Sell |
-12,632
| Closed | -$653K | – | 86 |
|
|
2021
Q4 | $653K | Buy |
+12,632
| New | +$653K | 0.45% | 40 |
|