Physician Wealth Solutions Inc. Dimensional ETF Tr Inflation P Transaction History
Physician Wealth Solutions Inc.
- $199 Billion
- Q1 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 351,418 shares of DFIP stock, worth $14.5 Million. This represents 7.44% of its overall portfolio holdings.
Number of Shares
351,418
Previous 354,914
0.99%
Holding current value
$14.5 Million
Previous $14.4 Billion
2.98%
% of portfolio
7.44%
Previous 7.2%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$148 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.4 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.7 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$29.8 Million4.7% of portfolio