Physician Wealth Solutions Inc. DISV Holdings History
Physician Wealth Solutions Inc.'s Dimensional International Small Cap Value ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 297,355.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $9.79 Mil. This investment constitutes 4.54% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0.3% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 5 purchases of DISV, at an average price of $25.93, for a total of 316,583.00 shares. In addition, there have been 1 sales at an average price of $30.75 for 19,228.00 shares. Based on historical transaction data and DISV's current price of $32.99, Physician Wealth Solutions Inc.'s estimated gain on his DISV holdings is $2.19 Mil, reflecting a 26.71% gain to date.
Physician Wealth Solutions Inc. DISV ($32.99) Holding Chart
Physician Wealth Solutions Inc. DISV ($32.99) 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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