Physician Wealth Solutions Inc. Dimensional ETF Tr U S Core Eq Transaction History
Physician Wealth Solutions Inc.
- $216 Billion
- Q2 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 205,594 shares of DFAC stock, worth $7.99 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
205,594
Previous 196,604
4.57%
Holding current value
$7.99 Million
Previous $6.49 Billion
13.61%
% of portfolio
3.42%
Previous 3.26%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,138Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.2 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio