PWS
Physician Wealth Solutions’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
89,767
-5,369
| -6% | -$158K | 1.22% | 21 |
|
|
2025
Q1 | $2.49M | Buy |
95,136
+219
| +0.2% | +$5.74K | 1.25% | 22 |
|
|
2024
Q4 | $2.36M | Buy |
94,917
+384
| +0.4% | +$9.55K | 1.18% | 22 |
|
|
2024
Q3 | $2.45M | Buy |
94,533
+53,194
| +129% | +$1.38M | 1.22% | 22 |
|
|
2024
Q2 | $1.05M | Buy |
41,339
+17,309
| +72% | +$440K | 0.75% | 24 |
|
|
2024
Q1 | $611K | Buy |
24,030
+8,768
| +57% | +$223K | 0.51% | 29 |
|
|
2023
Q4 | $373K | Buy |
+15,262
| New | +$373K | 0.37% | 32 |
|