Physician Wealth Solutions Inc. Dimensional ETF Tr Transaction History
Physician Wealth Solutions Inc.
- $216 Billion
- Q2 2025
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 648,830 shares of DFAU stock, worth $28.2 Million. This represents 12.75% of its overall portfolio holdings.
Number of Shares
648,830
Previous 606,706
6.94%
Holding current value
$28.2 Million
Previous $23.3 Billion
17.85%
% of portfolio
12.75%
Previous 11.72%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
525Shares Held
143MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$289 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$180 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$153 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.47MShares$151 Million1.86% of portfolio