Physician Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
21,309
-1,815
| -8% | -$53.4K | 0.1% | 85 |
|
|
2025
Q1 | $651K | Sell |
23,124
-2,519
| -10% | -$70.9K | 0.11% | 83 |
|
|
2024
Q4 | $789K | Buy |
25,643
+3,252
| +15% | +$100K | 0.13% | 75 |
|
|
2024
Q3 | $692K | Buy |
22,391
+352
| +2% | +$10.9K | 0.12% | 77 |
|
|
2024
Q2 | $688K | Sell |
22,039
-1,061
| -5% | -$33.1K | 0.13% | 79 |
|
|
2024
Q1 | $646K | Buy |
23,100
+295
| +1% | +$8.25K | 0.14% | 78 |
|
|
2023
Q4 | $651K | Buy |
22,805
+866
| +4% | +$24.7K | 0.15% | 76 |
|
|
2023
Q3 | $546K | Buy |
21,939
+1,136
| +5% | +$28.3K | 0.14% | 74 |
|
|
2023
Q2 | $539K | Buy |
20,803
+10
| +0% | +$259 | 0.13% | 73 |
|
|
2023
Q1 | $517K | Buy |
20,793
+417
| +2% | +$10.4K | 0.14% | 73 |
|
|
2022
Q4 | $541K | Buy |
20,376
+7,696
| +61% | +$204K | 0.15% | 70 |
|
|
2022
Q3 | $296K | Buy |
+12,680
| New | +$296K | 0.09% | 108 |
|