Physician Wealth Solutions Inc. Dimensional ETF Tr U S Equity Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 155,364 shares of DFUS stock, worth $10.2 Million. This represents 4.87% of its overall portfolio holdings.
Number of Shares
155,364
Previous 155,359
-0.0%
Holding current value
$10.2 Million
Previous $9.14 Billion
6.89%
% of portfolio
4.87%
Previous 6.53%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$572 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$520 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio