PWS
Physician Wealth Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Buy |
205,594
+8,990
| +5% | +$322K | 3.42% | 12 |
|
|
2025
Q1 | $6.49M | Sell |
196,604
-17,376
| -8% | -$573K | 3.26% | 13 |
|
|
2024
Q4 | $7.4M | Sell |
213,980
-1,032
| -0.5% | -$35.7K | 3.71% | 11 |
|
|
2024
Q3 | $7.44M | Buy |
215,012
+146,936
| +216% | +$5.08M | 3.71% | 11 |
|
|
2024
Q2 | $2.19M | Buy |
68,076
+19,014
| +39% | +$613K | 1.57% | 21 |
|
|
2024
Q1 | $1.57M | Buy |
49,062
+13,926
| +40% | +$445K | 1.32% | 22 |
|
|
2023
Q4 | $1.03M | Buy |
+35,136
| New | +$1.03M | 1.03% | 23 |
|