Physician Wealth Solutions Inc. Dimensional ETF Tr Dimensional Transaction History
Physician Wealth Solutions Inc.
- $140 Billion
- Q2 2024
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 272,252 shares of DFIC stock, worth $7.62 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
272,252
Previous 224,043
21.52%
Holding current value
$7.62 Million
Previous $5.99 Billion
19.43%
% of portfolio
5.11%
Previous 5.03%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$666 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$653 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$427 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$161 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$132 Million16.75% of portfolio