Physician Wealth Solutions Inc. Dimensional ETF Tr Inflation P Transaction History

Physician Wealth Solutions Inc.

$200 Billion
Q4 2024

A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 354,914 shares of DFIP stock, worth $14.7 Million. This represents 7.2% of its overall portfolio holdings.

Number of Shares

354,914

Previous 353,103 0.51%

Holding current value

$14.7 Million

Previous $14.6 Billion 1.53%

% of portfolio

7.2%

Previous 7.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$40.31 - $42.43 $73,001 - $76,840	1,811 Added 0.51%	354,914 $14.4 Billion
Q3 2024 Oct 31, 2024	BUY	$40.69 - $42.46 $8.48 Million - $8.85 Million	208,435 Added 144.08%	353,103 $14.6 Billion
Q2 2024 Jul 15, 2024	BUY	$40.31 - $41.37 $1.15 Million - $1.18 Million	28,453 Added 24.48%	144,668 $5.91 Billion
Q1 2024 Apr 22, 2024	BUY	$40.58 - $41.54 $1.36 Million - $1.39 Million	33,536 Added 40.56%	116,215 $4.79 Billion
Q4 2023 Jan 09, 2024	BUY	$39.16 - $41.47 $3.24 Million - $3.43 Million	82,679 New	82,679 $3.41 Billion

Others Institutions Holding DFIP

# of Institutions

132

Shares Held

14.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Physician Wealth Solutions Inc., based on Form 13F filings with the SEC.

News

Stay updated on Physician Wealth Solutions Inc. with notifications on news.

Account

Physician Wealth Solutions Inc. Dimensional ETF Tr Inflation P Transaction History