PWS
Physician Wealth Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
648,830
+42,124
| +7% | +$1.78M | 12.75% | 1 |
|
|
2025
Q1 | $23.3M | Sell |
606,706
-31,005
| -5% | -$1.19M | 11.72% | 1 |
|
|
2024
Q4 | $25.8M | Buy |
637,711
+6,851
| +1% | +$277K | 12.93% | 1 |
|
|
2024
Q3 | $25.3M | Buy |
630,860
+228,314
| +57% | +$9.15M | 12.61% | 1 |
|
|
2024
Q2 | $15.1M | Buy |
402,546
+72,584
| +22% | +$2.72M | 10.77% | 1 |
|
|
2024
Q1 | $12.1M | Buy |
329,962
+43,207
| +15% | +$1.58M | 10.12% | 1 |
|
|
2023
Q4 | $9.53M | Buy |
+286,755
| New | +$9.53M | 9.52% | 1 |
|