Physician Wealth Solutions Inc. DFIP Holdings History
Physician Wealth Solutions Inc.'s Dimensional Inflation-Protected Securities ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 350,435.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $14.65 Mil. This investment constitutes 6.79% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 1.59% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.
The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 4 purchases of DFIP, at an average price of $41.18, for a total of 354,914.00 shares. In addition, there have been 2 sales at an average price of $41.32 for 4,479.00 shares. Based on historical transaction data and DFIP's current price of $42.02, Physician Wealth Solutions Inc.'s estimated gain on his DFIP holdings is $298,328.71, reflecting a 2.04% gain to date.
Physician Wealth Solutions Inc. DFIP ($42.02) Holding Chart
Physician Wealth Solutions Inc. DFIP ($42.02) 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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