Physician Wealth Solutions Inc. Dimensional ETF Tr Dimensional Transaction History
Physician Wealth Solutions Inc.
- $236 Billion
- Q4 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 428,333 shares of DFSV stock, worth $13.4 Million. This represents 5.98% of its overall portfolio holdings.
Number of Shares
428,333
Previous 434,313
1.38%
Holding current value
$13.4 Million
Previous $13.8 Billion
1.88%
% of portfolio
5.98%
Previous 6.04%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
503Shares Held
141MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.62MShares$208 Million2.18% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Ritholtz Wealth Management3.62MShares$114 Million2.17% of portfolio