Physician Wealth Solutions Inc. Dimensional ETF Tr Inflation P Transaction History
Physician Wealth Solutions Inc.
- $216 Billion
- Q2 2025
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 350,435 shares of DFIP stock, worth $14.8 Million. This represents 6.79% of its overall portfolio holdings.
Number of Shares
350,435
Previous 351,418
0.28%
Holding current value
$14.8 Million
Previous $14.8 Billion
0.99%
% of portfolio
6.79%
Previous 7.44%
Shares
7 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
16.3MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.6 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.7 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.8 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.4 Million4.64% of portfolio