Physician Wealth Advisors, Inc. DFAI Holdings History
Physician Wealth Advisors, Inc.'s Dimensional International Core Equity Market ETF Holding Summary
As of 2025-06-30, Physician Wealth Advisors, Inc. held 744,985.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $25.75 Mil. This investment constitutes 4.04% of their stock portfolio, and Physician Wealth Advisors, Inc. now holds 0.25% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2022Q1. And since then Physician Wealth Advisors, Inc. has made 12 purchases of DFAI, at an average price of $27.16, for a total of 750,949.00 shares. In addition, there have been 2 sales at an average price of $29.86 for 5,964.00 shares. Based on historical transaction data and DFAI's current price of $34.28, Physician Wealth Advisors, Inc.'s estimated gain on his DFAI holdings is $5.32 Mil, reflecting a 26.08% gain to date.
Physician Wealth Advisors, Inc. DFAI ($34.28) Holding Chart
Physician Wealth Advisors, Inc. DFAI ($34.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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