PWS
Physician Wealth Solutions’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
435,855
-3,982
| -0.9% | -$117K | 5.95% | 5 |
|
|
2025
Q1 | $12.4M | Sell |
439,837
-12,361
| -3% | -$348K | 6.22% | 6 |
|
|
2024
Q4 | $13.9M | Sell |
452,198
-3,092
| -0.7% | -$95.2K | 6.97% | 5 |
|
|
2024
Q3 | $14M | Buy |
455,290
+108,233
| +31% | +$3.33M | 7% | 6 |
|
|
2024
Q2 | $9.99M | Buy |
347,057
+112,816
| +48% | +$3.25M | 7.13% | 3 |
|
|
2024
Q1 | $7.05M | Buy |
234,241
+56,290
| +32% | +$1.69M | 5.92% | 6 |
|
|
2023
Q4 | $5.18M | Buy |
+177,951
| New | +$5.18M | 5.17% | 7 |
|