Physician Wealth Solutions Inc. Dimensional ETF Tr Dimensional Transaction History
Physician Wealth Solutions Inc.
- $216 Billion
- Q2 2025
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 332,877 shares of DFIC stock, worth $11 Million. This represents 4.8% of its overall portfolio holdings.
Number of Shares
332,877
Previous 347,988
4.34%
Holding current value
$11 Million
Previous $9.66 Billion
7.09%
% of portfolio
4.8%
Previous 4.86%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$951 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$528 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$203 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$168 Million0.21% of portfolio