Physician Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
33,476
+375
| +1% | +$25.1K | 0.35% | 48 |
|
|
2025
Q1 | $2M | Buy |
33,101
+4,568
| +16% | +$276K | 0.34% | 48 |
|
|
2024
Q4 | $1.82M | Buy |
28,533
+11,826
| +71% | +$754K | 0.31% | 49 |
|
|
2024
Q3 | $1.05M | Buy |
16,707
+2,094
| +14% | +$132K | 0.19% | 63 |
|
|
2024
Q2 | $897K | Buy |
14,613
+3,814
| +35% | +$234K | 0.17% | 69 |
|
|
2024
Q1 | $591K | Buy |
10,799
+385
| +4% | +$21.1K | 0.12% | 85 |
|
|
2023
Q4 | $548K | Buy |
10,414
+1,238
| +13% | +$65.1K | 0.12% | 82 |
|
|
2023
Q3 | $431K | Buy |
9,176
+1,549
| +20% | +$72.8K | 0.11% | 83 |
|
|
2023
Q2 | $368K | Sell |
7,627
-211
| -3% | -$10.2K | 0.09% | 95 |
|
|
2023
Q1 | $352K | Sell |
7,838
-11
| -0.1% | -$494 | 0.09% | 97 |
|
|
2022
Q4 | $342K | Buy |
+7,849
| New | +$342K | 0.09% | 96 |
|