Physician Wealth Solutions Inc. Dimensional ETF Tr Transaction History
Physician Wealth Solutions Inc.
- $140 Billion
- Q2 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 402,546 shares of DFAU stock, worth $16.2 Million. This represents 10.77% of its overall portfolio holdings.
Number of Shares
402,546
Previous 329,962
22.0%
Holding current value
$16.2 Million
Previous $12.1 Billion
25.17%
% of portfolio
10.77%
Previous 10.12%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
405Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$194 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$148 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$135 Million42.46% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio