Physician Wealth Solutions Inc. Dimensional ETF Tr Dimensional Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 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 455,290 shares of DFSV stock, worth $13.9 Million. This represents 7.0% of its overall portfolio holdings.
Number of Shares
455,290
Previous 347,057
31.19%
Holding current value
$13.9 Million
Previous $9.99 Billion
40.44%
% of portfolio
7.0%
Previous 7.13%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$251 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$201 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$159 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$105 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$90.8 Million1.18% of portfolio