Physician Wealth Solutions Inc. Dimensional ETF Tr Transaction History
Physician Wealth Solutions Inc.
- $200 Billion
- Q4 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 94,917 shares of DFAX stock, worth $2.55 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
94,917
Previous 94,533
0.41%
Holding current value
$2.55 Million
Previous $2.45 Billion
3.81%
% of portfolio
1.18%
Previous 1.22%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
573Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$224 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$203 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$203 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio