Physician Wealth Solutions Inc. Dimensional ETF Tr U S Core Eq Transaction History
Physician Wealth Solutions Inc.
- $119 Billion
- Q1 2024
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 49,062 shares of DFAC stock, worth $1.59 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
49,062
Previous 35,136
39.63%
Holding current value
$1.59 Million
Previous $1.03 Billion
52.63%
% of portfolio
1.32%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$564 Million0.3% of portfolio