Physician Wealth Advisors’s Dimensional World Equity ETF DFAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Buy |
147,043
+825
| +0.6% | +$55.3K | 1.55% | 17 |
|
|
2025
Q1 | $8.96M | Buy |
146,218
+5,283
| +4% | +$324K | 1.54% | 16 |
|
|
2024
Q4 | $8.8M | Buy |
140,935
+17,863
| +15% | +$1.12M | 1.49% | 17 |
|
|
2024
Q3 | $7.82M | Buy |
123,072
+12,362
| +11% | +$786K | 1.41% | 19 |
|
|
2024
Q2 | $6.9M | Buy |
110,710
+30,484
| +38% | +$1.9M | 1.27% | 21 |
|
|
2024
Q1 | $4.53M | Buy |
80,226
+42,658
| +114% | +$2.41M | 0.95% | 27 |
|
|
2023
Q4 | $2.05M | Buy |
+37,568
| New | +$2.05M | 0.46% | 36 |
|