Physician Wealth Advisors, Inc. DFAU Holdings History
Physician Wealth Advisors, Inc.'s Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, Physician Wealth Advisors, Inc. held 407,023.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $17.24 Mil. This investment constitutes 2.71% of their stock portfolio, and Physician Wealth Advisors, Inc. now holds 0.2% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q1. And since then Physician Wealth Advisors, Inc. has made 13 purchases of DFAU, at an average price of $30.04, for a total of 410,854.00 shares. In addition, there have been 1 sales at an average price of $38.20 for 3,831.00 shares. Based on historical transaction data and DFAU's current price of $43.21, Physician Wealth Advisors, Inc.'s estimated gain on his DFAU holdings is $5.39 Mil, reflecting a 43.67% gain to date.
Physician Wealth Advisors, Inc. DFAU ($43.21) Holding Chart
Physician Wealth Advisors, Inc. DFAU ($43.21) 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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