Physician Wealth Solutions Inc. Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 52,865 shares of DFAS stock, worth $3.28 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
52,865
Previous 52,865
-0.0%
Holding current value
$3.28 Million
Previous $3.44 Billion
8.19%
% of portfolio
1.59%
Previous 1.72%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio