Physician Wealth Solutions Inc. DFUS Holdings History
Physician Wealth Solutions Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 159,496.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $10.69 Mil. This investment constitutes 4.96% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0.07% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 3 purchases of DFUS, at an average price of $48.77, for a total of 159,496.00 shares. Based on historical transaction data and DFUS's current price of $68.13, Physician Wealth Solutions Inc.'s estimated gain on his DFUS holdings is $3.09 Mil, reflecting a 39.70% gain to date.
Physician Wealth Solutions Inc. DFUS ($68.13) Holding Chart
Physician Wealth Solutions Inc. DFUS ($68.13) 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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