Physician Wealth Solutions Inc. Dimensional ETF Tr U S Target Transaction History
Physician Wealth Solutions Inc.
- $200 Billion
- Q4 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 60,891 shares of DFAT stock, worth $3.36 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
60,891
Previous 60,895
0.01%
Holding current value
$3.36 Million
Previous $3.39 Billion
0.03%
% of portfolio
1.7%
Previous 1.69%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio