Physician Wealth Solutions Inc. Dimensional ETF Tr Core Fxd In Transaction History
Physician Wealth Solutions Inc.
- $200 Billion
- Q4 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 479,889 shares of DFCF stock, worth $19.9 Million. This represents 9.92% of its overall portfolio holdings.
Number of Shares
479,889
Previous 473,284
1.4%
Holding current value
$19.9 Million
Previous $19.9 Billion
0.32%
% of portfolio
9.92%
Previous 9.91%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
118MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio