Physician Wealth Solutions Inc. Dimensional ETF Tr Inflation P Transaction History
Physician Wealth Solutions Inc.
- $216 Billion
- Q2 2025
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 350,435 shares of DFIP stock, worth $14.7 Million. This represents 6.79% of its overall portfolio holdings.
Number of Shares
350,435
Previous 351,418
0.28%
Holding current value
$14.7 Million
Previous $14.8 Billion
0.99%
% of portfolio
6.79%
Previous 7.44%
Shares
7 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.3 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.5 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$33.2 Million4.57% of portfolio
-
Hemington Wealth Management766KShares$32.2 Million4.64% of portfolio