Physician Wealth Solutions Inc. Dimensional ETF Tr Dimensional Transaction History
Physician Wealth Solutions Inc.
- $140 Billion
- Q2 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 347,057 shares of DFSV stock, worth $10.7 Million. This represents 7.13% of its overall portfolio holdings.
Number of Shares
347,057
Previous 234,241
48.16%
Holding current value
$10.7 Million
Previous $7.05 Billion
41.66%
% of portfolio
7.13%
Previous 5.92%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
331Shares Held
86.7MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$252 Million3.73% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$160 Million5.67% of portfolio
-
Savant Capital, LLC4.64MShares$143 Million1.31% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$91.1 Million1.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$84.2 Million0.14% of portfolio