Physician Wealth Solutions Inc. Dimensional ETF Tr U S Small C Transaction History
Physician Wealth Solutions Inc.
- $140 Billion
- Q2 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 $3.43 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
52,865
Previous 52,835
0.06%
Holding current value
$3.43 Million
Previous $3.29 Billion
3.57%
% of portfolio
2.27%
Previous 2.77%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
671Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$728 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$453 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$433 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$289 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$177 Million1.82% of portfolio