Physician Wealth Solutions Inc. Dimensional ETF Tr Dimensional Transaction History
Physician Wealth Solutions Inc.
- $236 Billion
- Q4 2025
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 6,238 shares of DUHP stock, worth $234,923. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,238
Previous 6,238
-0.0%
Holding current value
$234,923
Previous $236 Million
0.69%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
489Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio