PWS
Physician Wealth Solutions’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
350,435
-983
| -0.3% | -$41.1K | 6.79% | 3 |
|
|
2025
Q1 | $14.8M | Sell |
351,418
-3,496
| -1% | -$147K | 7.44% | 3 |
|
|
2024
Q4 | $14.4M | Buy |
354,914
+1,811
| +0.5% | +$73.3K | 7.2% | 4 |
|
|
2024
Q3 | $14.6M | Buy |
353,103
+208,435
| +144% | +$8.61M | 7.28% | 3 |
|
|
2024
Q2 | $5.91M | Buy |
144,668
+28,453
| +24% | +$1.16M | 4.22% | 11 |
|
|
2024
Q1 | $4.79M | Buy |
116,215
+33,536
| +41% | +$1.38M | 4.03% | 11 |
|
|
2023
Q4 | $3.41M | Buy |
+82,679
| New | +$3.41M | 3.41% | 10 |
|