Physician Wealth Solutions Inc. Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 52,835 shares of DFAS stock, worth $3.16 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
52,835
Previous 52,835
-0.0%
Holding current value
$3.16 Million
Previous $3.15 Billion
4.56%
% of portfolio
2.77%
Previous 3.14%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
635Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio