PW
| |
Physician Wealth Solutions Inc.13F | |
| Physician Wealth Solutions Inc. | |
| Last update 2025-07-11 | 45 Stocks (4 new) |
| Value $216.00 Mil | Turnover 6 % |
Physician Wealth Solutions Inc... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 648,830 | 27,484.4 | +6.94% | 12.750 | +0.83% | 0.330 | +22.29% | +6.50% | 8,731.8 | ||
DFCF | Dimensional Core Fixed Income ETF | 460,494 | 19,460.5 | -4.09% | 9.020 | -0.41% | 0.270 | +3.08% | +4.06% | 7,160.0 | ||
DFIP |
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
| 350,435 | 14,651.7 | -0.28% | 6.790 | -0.02% | 1.590 | +3.08% | +5.87% | 940.9 | ||
AVRE | Avantis Real E state ETF | 297,943 | 13,157.2 | -3.25% | 6.100 | -0.22% | 2.180 | +6.21% | +6.04% | 606.3 | ||
DFSV | Dimensional US Small Cap Value ETF | 435,855 | 12,827.2 | -0.91% | 5.950 | -0.06% | 0.270 | +20.84% | -0.95% | 4,874.9 | ||
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 366,046 | 10,864.3 | -4.04% | 5.040 | -0.20% | 0.190 | +20.01% | +17.53% | 5,776.4 | ||
DFUS | Dimensional U.S. Equity Market ETF | 159,496 | 10,689.4 | +2.66% | 4.960 | +0.13% | 0.070 | +22.84% | +6.98% | 15,822.7 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 332,877 | 10,349.1 | -4.34% | 4.800 | -0.21% | 0.110 | +13.67% | +22.35% | 9,721.8 | ||
DISV |
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
| 297,355 | 9,786.0 | -6.07% | 4.540 | -0.28% | 0.300 | +16.24% | +27.54% | 3,278.4 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 194,856 | 9,553.8 | -29.94% | 4.430 | -2.07% | 0.030 | +0.50% | -3.05% | 35,727.7 |
Physician Wealth Solutions Inc.'s Historical Top Holdings Breakdowns
Physician Wealth Solutions Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VCRM | Vanguard Core Tax-Exempt Bond ETF | 2025-06-30 | New Buy New Buy | +2.47% | 72.23 ($73.21) 74.63 | $72.81 | -0.55% | New holding | 72,386 | 72,386 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Reduce Reduce | -2.07% | 48.13 ($48.86) 49.85 | $48.60 | -0.53% | Reduce -29.94% | 194,856 | -83,256 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Add Add | +1.11% | 75.17 ($86.2) 91.21 | $93.69 | 8.69% | Add 63.54% | 67,729 | 26,314 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-06-30 | Add Add | +0.83% | 34.04 ($39.19) 42.36 | $43.12 | 10.03% | Add 6.94% | 648,830 | 42,124 | |
MUB | iShares National Muni Bond ETF | 2025-06-30 | Reduce Reduce | -0.65% | 102.31 ($103.99) 105.8 | $103.55 | -0.42% | Reduce -32.9% | 25,080 | -12,296 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-06-30 | Reduce Reduce | -0.41% | 41.1 ($41.71) 42.37 | $42.13 | 1.01% | Reduce -4.09% | 460,494 | -19,614 | |
VTES |
Vanguard Short-Term Tax Exempt Bond ETF
Vanguard Short-Term Tax Exempt Bond ETF
| 2025-06-30 | New Buy New Buy | +0.38% | 99.34 ($100.18) 100.94 | $101.16 | 0.98% | New holding | 8,130 | 8,130 | |
AVUS | Avantis U.S. Equity ETF | 2025-06-30 | Add Add | +0.37% | 81.38 ($93.61) 100.82 | $102.48 | 9.48% | Add 25.87% | 38,725 | 7,958 | |
BSV | Vanguard Short-Term Bond ETF | 2025-06-30 | New Buy New Buy | +0.34% | 77.74 ($78.19) 78.78 | $78.43 | 0.31% | New holding | 9,245 | 9,245 | |
DISV |
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
| 2025-06-30 | Reduce Reduce | -0.28% | 25.92 ($30.75) 32.91 | $33.25 | 8.13% | Reduce -6.07% | 297,355 | -19,228 |
Physician Wealth Solutions Inc. Total Holding History ($B)
Physician Wealth Solutions Inc.'s Asset Allocation
Physician Wealth Solutions Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Physician Wealth Solutions Inc.'s Hypothetical Growth since 2025-06-30
Physician Wealth Solutions Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Physician Wealth Solutions Inc.'s Holdings Heat Map
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Physician Wealth Solutions Inc.'s Holdings Bubble Chart
Physician Wealth Solutions Inc. News
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