Physician Wealth Solutions Inc. Dimensional ETF Tr U S Core Eq Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 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 215,012 shares of DFAC stock, worth $7.71 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
215,012
Previous 68,076
215.84%
Holding current value
$7.71 Million
Previous $2.19 Billion
238.96%
% of portfolio
3.71%
Previous 1.57%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
930Shares Held
745MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio