Physician Wealth Solutions Inc. DFSV Holdings History
Physician Wealth Solutions Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 435,855.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $12.83 Mil. This investment constitutes 5.95% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0.27% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 3 purchases of DFSV, at an average price of $27.98, for a total of 455,290.00 shares. In addition, there have been 3 sales at an average price of $29.96 for 19,435.00 shares. Based on historical transaction data and DFSV's current price of $30.36, Physician Wealth Solutions Inc.'s estimated gain on his DFSV holdings is $1.07 Mil, reflecting a 8.43% gain to date.
Physician Wealth Solutions Inc. DFSV ($30.36) Holding Chart
Physician Wealth Solutions Inc. DFSV ($30.36) 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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