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 $25.2 Million. This represents 12.93% of its overall portfolio holdings.

Number of Shares
637,711
Previous 630,860 1.09%
Holding current value
$25.2 Million
Previous $25.3 Billion 2.09%
% of portfolio
12.93%
Previous 12.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
$39.27 - $42.38 $269,038 - $290,345
6,851 Added 1.09%
637,711 $25.8 Billion
Q3 2024

Oct 31, 2024

BUY
$35.8 - $39.69 $8.17 Million - $9.06 Million
228,314 Added 56.72%
630,860 $25.3 Billion
Q2 2024

Jul 15, 2024

BUY
$34.53 - $37.67 $2.51 Million - $2.73 Million
72,584 Added 22.0%
402,546 $15.1 Billion
Q1 2024

Apr 22, 2024

BUY
$32.59 - $36.54 $1.41 Million - $1.58 Million
43,207 Added 15.07%
329,962 $12.1 Billion
Q4 2023

Jan 09, 2024

BUY
$28.58 - $33.37 $8.2 Million - $9.57 Million
286,755 New
286,755 $9.53 Billion

Others Institutions Holding DFAU

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Physician Wealth Solutions Inc. Portfolio

Follow Physician Wealth Solutions Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Physician Wealth Solutions Inc., based on Form 13F filings with the SEC.

News

Stay updated on Physician Wealth Solutions Inc. with notifications on news.