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 7,358 shares of DUHP stock, worth $258,486. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,358
Previous 7,358
-0.0%
Holding current value
$258,486
Previous $235 Million
6.5%
% of portfolio
0.13%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
345Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio