Physician Wealth Solutions Inc. DFAU Holdings History
Physician Wealth Solutions Inc.'s Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 648,830.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $27.48 Mil. This investment constitutes 12.75% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0.33% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 5 purchases of DFAU, at an average price of $34.84, for a total of 679,835.00 shares. In addition, there have been 1 sales at an average price of $40.57 for 31,005.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Physician Wealth Solutions Inc.'s estimated gain on his DFAU holdings is $5.54 Mil, reflecting a 23.39% gain to date.
Physician Wealth Solutions Inc. DFAU ($43.11) Holding Chart
Physician Wealth Solutions Inc. DFAU ($43.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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