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 286,580 shares of DISV stock, worth $7.99 Million. This represents 3.93% of its overall portfolio holdings.
Number of Shares
286,580
Previous 240,655
19.08%
Holding current value
$7.99 Million
Previous $6.47 Billion
21.85%
% of portfolio
3.93%
Previous 4.62%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
58MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$234 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$173 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.4 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.7 Million1.2% of portfolio