Physician Wealth Solutions Inc. Dimensional ETF Tr Transaction History
Physician Wealth Solutions Inc.
- $200 Billion
- Q4 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 637,711 shares of DFAU stock, worth $25.2 Million. This represents 12.93% of its overall portfolio holdings.
Number of Shares
637,711
Previous 630,860
1.09%
Holding current value
$25.2 Million
Previous $25.3 Billion
2.09%
% of portfolio
12.93%
Previous 12.61%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$78.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.08 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$196 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$144 Million1.81% of portfolio