PWS
Physician Wealth Solutions’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
73,805
+10,732
| +17% | +$579K | 1.85% | 18 |
|
|
2025
Q1 | $3.25M | Buy |
63,073
+2,182
| +4% | +$112K | 1.63% | 18 |
|
|
2024
Q4 | $3.39M | Sell |
60,891
-4
| -0% | -$223 | 1.7% | 17 |
|
|
2024
Q3 | $3.39M | Sell |
60,895
-2
| -0% | -$111 | 1.69% | 17 |
|
|
2024
Q2 | $3.16M | Sell |
60,897
-14
| -0% | -$726 | 2.25% | 15 |
|
|
2024
Q1 | $3.32M | Sell |
60,911
-156
| -0.3% | -$8.49K | 2.78% | 13 |
|
|
2023
Q4 | $3.2M | Buy |
+61,067
| New | +$3.2M | 3.19% | 14 |
|