PWA
Physician Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Buy |
64,106
+1,530
| +2% | +$97.5K | 0.64% | 34 |
|
|
2025
Q1 | $3.74M | Sell |
62,576
-14,343
| -19% | -$857K | 0.64% | 34 |
|
|
2024
Q4 | $5.01M | Sell |
76,919
-1,634
| -2% | -$106K | 0.85% | 30 |
|
|
2024
Q3 | $5.14M | Sell |
78,553
-4,342
| -5% | -$284K | 0.93% | 29 |
|
|
2024
Q2 | $5.41M | Buy |
82,895
+2,479
| +3% | +$162K | 1% | 28 |
|
|
2024
Q1 | $4.66M | Buy |
80,416
+1,928
| +2% | +$112K | 0.98% | 25 |
|
|
2023
Q4 | $4.61M | Buy |
78,488
+1,380
| +2% | +$81.1K | 1.03% | 24 |
|
|
2023
Q3 | $4M | Buy |
77,108
+689
| +0.9% | +$35.8K | 1.03% | 25 |
|
|
2023
Q2 | $4.21M | Sell |
76,419
-3,886
| -5% | -$214K | 1.04% | 25 |
|
|
2023
Q1 | $4.22M | Buy |
80,305
+3,793
| +5% | +$199K | 1.11% | 24 |
|
|
2022
Q4 | $4.18M | Buy |
76,512
+8,513
| +13% | +$465K | 1.13% | 22 |
|
|
2022
Q3 | $3.37M | Buy |
67,999
+15,995
| +31% | +$792K | 1.04% | 25 |
|
|
2022
Q2 | $2.77M | Buy |
52,004
+21,720
| +72% | +$1.15M | 0.8% | 27 |
|
|
2022
Q1 | $1.64M | Buy |
+30,284
| New | +$1.64M | 0.44% | 43 |
|