Physician Wealth Solutions Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 60,895 shares of DFAT stock, worth $3.5 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
60,895
Previous 60,897
0.0%
Holding current value
$3.5 Million
Previous $3.16 Billion
7.26%
% of portfolio
1.69%
Previous 2.25%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio