Physician Wealth Solutions Inc. Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 52,865 shares of DFAS stock, worth $3.4 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
52,865
Previous 52,865
-0.0%
Holding current value
$3.4 Million
Previous $3.44 Billion
0.15%
% of portfolio
1.72%
Previous 1.71%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
774Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$853 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$484 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$421 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio