Physician Wealth Solutions Inc. Dimensional ETF Tr Dimensional Transaction History
Physician Wealth Solutions Inc.
- $200 Billion
- Q4 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 329,673 shares of DFIC stock, worth $9.52 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
329,673
Previous 323,282
1.98%
Holding current value
$9.52 Million
Previous $8.69 Billion
1.97%
% of portfolio
4.27%
Previous 4.33%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
453Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$791 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$472 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio