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 297,355 shares of DISV stock, worth $9.87 Million. This represents 4.54% of its overall portfolio holdings.
Number of Shares
297,355
Previous 316,583
6.07%
Holding current value
$9.87 Million
Previous $9.22 Billion
6.15%
% of portfolio
4.54%
Previous 4.63%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
348Shares Held
75.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$194 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio