Physician Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
9,239
-1,021
| -10% | -$40.2K | 0.06% | 126 |
|
|
2025
Q1 | $358K | Hold |
10,260
| – | – | 0.06% | 124 |
|
|
2024
Q4 | $337K | Hold |
10,260
| – | – | 0.06% | 127 |
|
|
2024
Q3 | $357K | Sell |
10,260
-380
| -4% | -$13.2K | 0.06% | 120 |
|
|
2024
Q2 | $365K | Sell |
10,640
-480
| -4% | -$16.5K | 0.07% | 110 |
|
|
2024
Q1 | $357K | Buy |
+11,120
| New | +$357K | 0.08% | 112 |
|