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 455,290 shares of DFSV stock, worth $13.8 Million. This represents 7.0% of its overall portfolio holdings.
Number of Shares
455,290
Previous 347,057
31.19%
Holding current value
$13.8 Million
Previous $9.99 Billion
40.44%
% of portfolio
7.0%
Previous 7.13%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
330Shares Held
87.4MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$249 Million3.73% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$158 Million5.67% of portfolio
-
Savant Capital, LLC4.64MShares$141 Million1.31% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$90.3 Million1.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$83.4 Million0.14% of portfolio