Physician Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
407,023
+6,326
| +2% | +$268K | 2.71% | 10 |
|
|
2025
Q1 | $15.4M | Buy |
400,697
+14,505
| +4% | +$558K | 2.65% | 10 |
|
|
2024
Q4 | $15.6M | Buy |
386,192
+11,394
| +3% | +$461K | 2.64% | 11 |
|
|
2024
Q3 | $15M | Sell |
374,798
-3,831
| -1% | -$154K | 2.71% | 11 |
|
|
2024
Q2 | $14.8M | Buy |
378,629
+3,433
| +0.9% | +$134K | 2.73% | 10 |
|
|
2024
Q1 | $13.1M | Buy |
375,196
+14,192
| +4% | +$497K | 2.76% | 7 |
|
|
2023
Q4 | $12.2M | Buy |
361,004
+14,609
| +4% | +$492K | 2.71% | 8 |
|
|
2023
Q3 | $10.5M | Buy |
346,395
+42,576
| +14% | +$1.28M | 2.69% | 9 |
|
|
2023
Q2 | $9.42M | Buy |
303,819
+3,576
| +1% | +$111K | 2.34% | 12 |
|
|
2023
Q1 | $8.71M | Buy |
300,243
+18,050
| +6% | +$524K | 2.29% | 12 |
|
|
2022
Q4 | $8.02M | Buy |
282,193
+74,664
| +36% | +$2.12M | 2.16% | 11 |
|
|
2022
Q3 | $5.52M | Buy |
207,529
+109,353
| +111% | +$2.91M | 1.7% | 14 |
|
|
2022
Q2 | $2.83M | Buy |
98,176
+33,565
| +52% | +$966K | 0.82% | 26 |
|
|
2022
Q1 | $1.94M | Buy |
+64,611
| New | +$1.94M | 0.52% | 39 |
|