Physician Wealth Solutions Inc. Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 213,980 shares of DFAC stock, worth $7.53 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
213,980
Previous 215,012
0.48%
Holding current value
$7.53 Million
Previous $7.44 Billion
0.51%
% of portfolio
3.71%
Previous 3.71%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio