Physician Wealth Solutions Inc. Dimensional ETF Tr Inflation P Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 2024
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 353,103 shares of DFIP stock, worth $14.4 Million. This represents 7.28% of its overall portfolio holdings.
Number of Shares
353,103
Previous 144,668
144.08%
Holding current value
$14.4 Million
Previous $5.91 Billion
147.04%
% of portfolio
7.28%
Previous 4.22%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$142 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.4 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.7 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.4 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.5 Million3.51% of portfolio