Physician Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Hold
3,608
0.02% 221
2025
Q1
$152K Sell
3,608
-1,512
-30% -$63.6K 0.03% 215
2024
Q4
$211K Sell
5,120
-3,714
-42% -$153K 0.04% 174
2024
Q3
$378K Buy
8,834
+231
+3% +$9.88K 0.07% 112
2024
Q2
$362K Sell
8,603
-175
-2% -$7.36K 0.07% 111
2024
Q1
$358K Buy
8,778
+649
+8% +$26.5K 0.08% 111
2023
Q4
$342K Buy
8,129
+9
+0.1% +$379 0.08% 110
2023
Q3
$328K Buy
8,120
+277
+4% +$11.2K 0.08% 101
2023
Q2
$327K Hold
7,843
0.08% 101
2023
Q1
$331K Buy
7,843
+1,473
+23% +$62.1K 0.09% 100
2022
Q4
$273K Buy
+6,370
New +$273K 0.07% 119