PWS
Physician Wealth Solutions’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Sell |
460,494
-19,614
| -4% | -$829K | 9.02% | 2 |
|
|
2025
Q1 | $20.2M | Buy |
480,108
+219
| +0% | +$9.21K | 10.15% | 2 |
|
|
2024
Q4 | $19.8M | Buy |
479,889
+6,605
| +1% | +$273K | 9.92% | 2 |
|
|
2024
Q3 | $19.9M | Buy |
473,284
+269,398
| +132% | +$11.3M | 9.91% | 2 |
|
|
2024
Q2 | $8.47M | Buy |
203,886
+66,670
| +49% | +$2.77M | 6.05% | 7 |
|
|
2024
Q1 | $5.76M | Buy |
137,216
+47,741
| +53% | +$2M | 4.83% | 9 |
|
|
2023
Q4 | $3.79M | Buy |
+89,475
| New | +$3.79M | 3.79% | 9 |
|