Physician Wealth Solutions Inc. Dimensional ETF Tr Dimensional Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 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 7,358 shares of DUHP stock, worth $251,349. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,358
Previous 7,358
-0.0%
Holding current value
$251,349
Previous $235 Million
6.5%
% of portfolio
0.13%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$285 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$234 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$230 Million15.86% of portfolio