PWS
Physician Wealth Solutions’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
57,734
+10,823
| +23% | +$290K | 0.72% | 25 |
|
|
2025
Q1 | $1.23M | Buy |
46,911
+22,916
| +96% | +$602K | 0.62% | 24 |
|
|
2024
Q4 | $613K | Buy |
23,995
+9,183
| +62% | +$235K | 0.31% | 29 |
|
|
2024
Q3 | $414K | Buy |
14,812
+2,254
| +18% | +$63.1K | 0.21% | 31 |
|
|
2024
Q2 | $314K | Buy |
12,558
+4,432
| +55% | +$111K | 0.22% | 34 |
|
|
2024
Q1 | $207K | Buy |
8,126
+202
| +3% | +$5.16K | 0.17% | 38 |
|
|
2023
Q4 | $206K | Buy |
+7,924
| New | +$206K | 0.21% | 37 |
|