Physician Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
81,210
+34
| +0% | +$999 | 0.37% | 47 |
|
|
2025
Q1 | $2.13M | Buy |
81,176
+45
| +0.1% | +$1.18K | 0.37% | 47 |
|
|
2024
Q4 | $2.02M | Buy |
81,131
+1,513
| +2% | +$37.6K | 0.34% | 48 |
|
|
2024
Q3 | $2.1M | Sell |
79,618
-13,120
| -14% | -$345K | 0.38% | 41 |
|
|
2024
Q2 | $2.45M | Buy |
92,738
+3,742
| +4% | +$98.7K | 0.45% | 38 |
|
|
2024
Q1 | $2.19M | Sell |
88,996
-21
| -0% | -$516 | 0.46% | 38 |
|
|
2023
Q4 | $2.11M | Buy |
89,017
+85
| +0.1% | +$2.02K | 0.47% | 35 |
|
|
2023
Q3 | $1.98M | Buy |
88,932
+194
| +0.2% | +$4.32K | 0.51% | 33 |
|
|
2023
Q2 | $2.08M | Buy |
88,738
+281
| +0.3% | +$6.59K | 0.52% | 32 |
|
|
2023
Q1 | $2.08M | Buy |
88,457
+56
| +0.1% | +$1.31K | 0.54% | 31 |
|
|
2022
Q4 | $2.07M | Buy |
88,401
+1,259
| +1% | +$29.5K | 0.56% | 31 |
|
|
2022
Q3 | $1.73M | Buy |
87,142
+826
| +1% | +$16.4K | 0.53% | 33 |
|
|
2022
Q2 | $1.91M | Buy |
86,316
+204
| +0.2% | +$4.51K | 0.55% | 32 |
|
|
2022
Q1 | $2.06M | Buy |
86,112
+119
| +0.1% | +$2.85K | 0.55% | 36 |
|
|
2021
Q4 | $2.26M | Buy |
85,993
+464
| +0.5% | +$12.2K | 0.59% | 34 |
|
|
2021
Q3 | $2.27M | Buy |
+85,529
| New | +$2.27M | 0.62% | 32 |
|