Number of Shares
366,046.00
Current Holdings Value*
$10.86 Mil
% of Portfolio
5.04%
Total Estimate Gain
$2.14 Mil
% of Total Estimate Gain
22.92%

Physician Wealth Solutions Inc.'s Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-06-30, Physician Wealth Solutions Inc. held 366,046.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $10.86 Mil. This investment constitutes 5.04% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0.19% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 5 purchases of DFEM, at an average price of $24.51, for a total of 381,458.00 shares. In addition, there have been 1 sales at an average price of $27.48 for 15,412.00 shares. Based on historical transaction data and DFEM's current price of $30.24, Physician Wealth Solutions Inc.'s estimated gain on his DFEM holdings is $2.14 Mil, reflecting a 22.92% gain to date.

Physician Wealth Solutions Inc. DFEM ($30.24) Holding Chart

Physician Wealth Solutions Inc. DFEM ($30.24) 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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