Physician Wealth Solutions Inc. Dimensional ETF Tr Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 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 94,533 shares of DFAX stock, worth $2.4 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
94,533
Previous 41,339
128.68%
Holding current value
$2.4 Million
Previous $1.05 Billion
133.45%
% of portfolio
1.22%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
515Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio