PWA
Physician Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
452,375
-4,649
| -1% | -$135K | 2.06% | 13 |
|
|
2025
Q1 | $11.8M | Sell |
457,024
-14,899
| -3% | -$386K | 2.04% | 12 |
|
|
2024
Q4 | $12M | Buy |
471,923
+8,440
| +2% | +$214K | 2.02% | 12 |
|
|
2024
Q3 | $12.5M | Sell |
463,483
-5,710
| -1% | -$154K | 2.25% | 12 |
|
|
2024
Q2 | $12.6M | Buy |
469,193
+14,626
| +3% | +$392K | 2.32% | 11 |
|
|
2024
Q1 | $10.9M | Buy |
454,567
+10,505
| +2% | +$252K | 2.3% | 11 |
|
|
2023
Q4 | $10.2M | Buy |
444,062
+26,474
| +6% | +$609K | 2.28% | 10 |
|
|
2023
Q3 | $9.32M | Buy |
417,588
+14,378
| +4% | +$321K | 2.4% | 11 |
|
|
2023
Q2 | $9.56M | Buy |
403,210
+5,782
| +1% | +$137K | 2.37% | 11 |
|
|
2023
Q1 | $9.18M | Buy |
397,428
+115,473
| +41% | +$2.67M | 2.41% | 11 |
|
|
2022
Q4 | $6.8M | Buy |
281,955
+81,903
| +41% | +$1.98M | 1.84% | 15 |
|
|
2022
Q3 | $4.21M | Buy |
200,052
+48,892
| +32% | +$1.03M | 1.29% | 18 |
|
|
2022
Q2 | $3.46M | Buy |
151,160
+23,547
| +18% | +$539K | 1% | 24 |
|
|
2022
Q1 | $3.22M | Buy |
+127,613
| New | +$3.22M | 0.86% | 26 |
|