Physician Wealth Solutions Inc. Dimensional ETF Tr Transaction History
Physician Wealth Solutions Inc.
- $200 Billion
- Q4 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 637,711 shares of DFAU stock, worth $24.2 Million. This represents 12.93% of its overall portfolio holdings.
Number of Shares
637,711
Previous 630,860
1.09%
Holding current value
$24.2 Million
Previous $25.3 Billion
2.09%
% of portfolio
12.93%
Previous 12.61%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
494Shares Held
204MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio