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 435,855 shares of DFSV stock, worth $13.4 Million. This represents 5.95% of its overall portfolio holdings.
Number of Shares
435,855
Previous 439,837
0.91%
Holding current value
$13.4 Million
Previous $12.4 Billion
3.6%
% of portfolio
5.95%
Previous 6.22%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
457Shares Held
124MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$289 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$235 Million2.99% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$199 Million2.05% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$179 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$155 Million0.24% of portfolio