Physician Wealth Solutions Inc. Dimensional ETF Tr Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 2024
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 630,860 shares of DFAU stock, worth $25.7 Million. This represents 12.61% of its overall portfolio holdings.
Number of Shares
630,860
Previous 402,546
56.72%
Holding current value
$25.7 Million
Previous $15.1 Billion
67.59%
% of portfolio
12.61%
Previous 10.77%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio