Physician Wealth Solutions Inc. DFCF Holdings History
Physician Wealth Solutions Inc.'s Dimensional Core Fixed Income ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 460,494.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $19.46 Mil. This investment constitutes 9.02% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0.27% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 5 purchases of DFCF, at an average price of $42.07, for a total of 480,108.00 shares. In addition, there have been 1 sales at an average price of $41.71 for 19,614.00 shares. Based on historical transaction data and DFCF's current price of $41.99, Physician Wealth Solutions Inc.'s estimated gain on his DFCF holdings is $-43,090.65, reflecting a -0.21% gain to date.
Physician Wealth Solutions Inc. DFCF ($41.99) Holding Chart
Physician Wealth Solutions Inc. DFCF ($41.99) 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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