Physician Wealth Solutions Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Physician Wealth Solutions Inc.

  • $140 Billion
  • Q2 2024

A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 25,896 shares of DFNM stock, worth $1.26 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
25,896
Previous 26,338 1.68%
Holding current value
$1.26 Million
Previous $1.27 Billion 2.33%
% of portfolio
0.88%
Previous 1.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$47.4 - $48.0 $20,950 - $21,216
-442 Reduced 1.68%
25,896 $1.24 Billion
Q1 2024

Apr 22, 2024
SELL
$48.08 - $48.49 $47,743 - $48,150
-993 Reduced 3.63%
26,338 $1.27 Billion
Q4 2023

Jan 09, 2024
BUY
$46.17 - $48.51 $1.26 Million - $1.33 Million
27,331 New
27,331 $1.33 Billion

Others Institutions Holding DFNM

# of Institutions
179
Shares Held
20.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Physician Wealth Solutions Inc. Portfolio

Follow Physician Wealth Solutions Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email