Physician Wealth Solutions Inc. Dimensional ETF Tr Emerging Mk Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 379,198 shares of DFEM stock, worth $10.1 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
379,198
Previous 346,277
9.51%
Holding current value
$10.1 Million
Previous $9.26 Billion
11.47%
% of portfolio
5.15%
Previous 6.61%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio