PWS
Physician Wealth Solutions’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Hold |
52,865
| – | – | 1.56% | 20 |
|
|
2025
Q1 | $3.16M | Hold |
52,865
| – | – | 1.59% | 19 |
|
|
2024
Q4 | $3.44M | Hold |
52,865
| – | – | 1.72% | 16 |
|
|
2024
Q3 | $3.44M | Hold |
52,865
| – | – | 1.71% | 16 |
|
|
2024
Q2 | $3.18M | Buy |
52,865
+30
| +0.1% | +$1.8K | 2.27% | 14 |
|
|
2024
Q1 | $3.29M | Hold |
52,835
| – | – | 2.77% | 14 |
|
|
2023
Q4 | $3.15M | Buy |
+52,835
| New | +$3.15M | 3.14% | 15 |
|