Physician Wealth Solutions Inc. Dimensional ETF Tr U S Core Eq Transaction History
Physician Wealth Solutions Inc.
- $199 Billion
- Q1 2025
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 196,604 shares of DFAC stock, worth $6.81 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
196,604
Previous 213,980
8.12%
Holding current value
$6.81 Million
Previous $7.4 Billion
12.37%
% of portfolio
3.26%
Previous 3.71%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio