Physician Wealth Solutions Inc. Dimensional ETF Tr U S Equity Transaction History
Physician Wealth Solutions Inc.
- $119 Billion
- Q1 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 155,196 shares of DFUS stock, worth $9.31 Million. This represents 7.42% of its overall portfolio holdings.
Number of Shares
155,196
Previous 155,149
0.03%
Holding current value
$9.31 Million
Previous $8.04 Billion
9.97%
% of portfolio
7.42%
Previous 8.03%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$359 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$227 Million0.61% of portfolio