Physician Wealth Solutions Inc. Dimensional ETF Tr Transaction History
Physician Wealth Solutions Inc.
- $199 Billion
- Q1 2025
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 606,706 shares of DFAU stock, worth $24.8 Million. This represents 11.72% of its overall portfolio holdings.
Number of Shares
606,706
Previous 637,711
4.86%
Holding current value
$24.8 Million
Previous $25.8 Billion
9.68%
% of portfolio
11.72%
Previous 12.93%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio