Physician Wealth Solutions Inc. Dimensional ETF Tr Core Fxd In Transaction History
Physician Wealth Solutions Inc.
- $140 Billion
- Q2 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 203,886 shares of DFCF stock, worth $8.82 Million. This represents 6.05% of its overall portfolio holdings.
Number of Shares
203,886
Previous 137,216
48.59%
Holding current value
$8.82 Million
Previous $5.76 Billion
47.14%
% of portfolio
6.05%
Previous 4.83%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$445 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$331 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$134 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$105 Million24.22% of portfolio