PWS
Physician Wealth Solutions’s Dimensional International Small Cap Value ETF DISV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.79M | Sell |
297,355
-19,228
| -6% | -$633K | 4.54% | 9 |
|
2025
Q1 | $9.22M | Buy |
316,583
+21,473
| +7% | +$625K | 4.63% | 10 |
|
2024
Q4 | $7.84M | Buy |
295,110
+8,530
| +3% | +$227K | 3.93% | 10 |
|
2024
Q3 | $7.89M | Buy |
286,580
+45,925
| +19% | +$1.26M | 3.93% | 10 |
|
2024
Q2 | $6.47M | Buy |
240,655
+62,759
| +35% | +$1.69M | 4.62% | 9 |
|
2024
Q1 | $4.84M | Buy |
177,896
+52,746
| +42% | +$1.43M | 4.06% | 10 |
|
2023
Q4 | $3.23M | Buy |
+125,150
| New | +$3.23M | 3.22% | 12 |
|