Physician Wealth Solutions Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 60,897 shares of DFAT stock, worth $3.37 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
60,897
Previous 60,911
0.02%
Holding current value
$3.37 Million
Previous $3.32 Billion
4.73%
% of portfolio
2.25%
Previous 2.78%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
651Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$689 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$408 Million22.37% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio