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 $29 Million. This represents 12.75% of its overall portfolio holdings.
Number of Shares
648,830
Previous 606,706
6.94%
Holding current value
$29 Million
Previous $23.3 Billion
17.85%
% of portfolio
12.75%
Previous 11.72%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$194 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$186 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$171 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$169 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$155 Million1.86% of portfolio