Physician Wealth Solutions Inc. Dimensional ETF Tr Core Fxd In Transaction History
Physician Wealth Solutions Inc.
- $200 Billion
- Q4 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 479,889 shares of DFCF stock, worth $20.1 Million. This represents 9.92% of its overall portfolio holdings.
Number of Shares
479,889
Previous 473,284
1.4%
Holding current value
$20.1 Million
Previous $19.9 Billion
0.32%
% of portfolio
9.92%
Previous 9.91%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
416Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio