Physician Wealth Solutions Inc. Dimensional ETF Tr Dimensional Transaction History
Physician Wealth Solutions Inc.
- $119 Billion
- Q1 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 224,043 shares of DFIC stock, worth $5.91 Million. This represents 5.03% of its overall portfolio holdings.
Number of Shares
224,043
Previous 191,110
17.23%
Holding current value
$5.91 Million
Previous $4.88 Billion
22.83%
% of portfolio
5.03%
Previous 4.87%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
326Shares Held
197MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$566 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$561 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$421 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$146 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$120 Million16.95% of portfolio