PWA
Physician Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Buy |
152,227
+278
| +0.2% | +$9.96K | 0.86% | 29 |
|
|
2025
Q1 | $5.01M | Buy |
151,949
+128
| +0.1% | +$4.22K | 0.86% | 29 |
|
|
2024
Q4 | $5.25M | Sell |
151,821
-4,854
| -3% | -$168K | 0.89% | 26 |
|
|
2024
Q3 | $5.44M | Sell |
156,675
-32,568
| -17% | -$1.13M | 0.98% | 28 |
|
|
2024
Q2 | $6.41M | Sell |
189,243
-1,570
| -0.8% | -$53.1K | 1.18% | 23 |
|
|
2024
Q1 | $5.8M | Sell |
190,813
-98
| -0.1% | -$2.98K | 1.22% | 21 |
|
|
2023
Q4 | $5.61M | Sell |
190,911
-923
| -0.5% | -$27.1K | 1.25% | 20 |
|
|
2023
Q3 | $5.04M | Sell |
191,834
-224
| -0.1% | -$5.89K | 1.3% | 18 |
|
|
2023
Q2 | $5.22M | Buy |
192,058
+291
| +0.2% | +$7.91K | 1.3% | 21 |
|
|
2023
Q1 | $4.92M | Buy |
191,767
+265
| +0.1% | +$6.8K | 1.29% | 21 |
|
|
2022
Q4 | $4.89M | Buy |
191,502
+18,190
| +10% | +$464K | 1.32% | 20 |
|
|
2022
Q3 | $4.09M | Buy |
173,312
+336
| +0.2% | +$7.94K | 1.26% | 19 |
|
|
2022
Q2 | $4.39M | Sell |
172,976
-114
| -0.1% | -$2.89K | 1.27% | 17 |
|
|
2022
Q1 | $4.59M | Buy |
173,090
+1,572
| +0.9% | +$41.7K | 1.22% | 17 |
|
|
2021
Q4 | $4.91M | Sell |
171,518
-9,282
| -5% | -$265K | 1.29% | 20 |
|
|
2021
Q3 | $4.99M | Buy |
180,800
+1,242
| +0.7% | +$34.3K | 1.37% | 19 |
|
|
2021
Q2 | $4.81M | Buy |
+179,558
| New | +$4.81M | 1.38% | 19 |
|