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The Analysis of Physician Wealth Solutions Inc.'s Holdings & P&L

Currently, Physician Wealth Solutions Inc. holds 45 types of securities in its portfolio with a total value $263.8M. In the most recent quarter, they have increased their positions in DFIP (+34.8K shares, valued at $1.4M), DFAU (+21.7K shares, valued at $1.1M), DFCF (+20.0K shares, valued at $845.3K); decreased their positions in DFAC (-40.5K shares, valued at $1.8M), DFAX (-15.6K shares, valued at $573.0K), DFEM (-9.4K shares, valued at $382.8K).

1M P&L

-3.5M-1.32%

3M P&L

-2.5M-0.97%

HY P&L

-46.1K-0.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A259.5M

98.9%

2Semiconductors2.0M

0.8%

3Building Materials621.0K

0.2%

Top Industries by Stock Count

1N/A40 stocks

93.0%

2Semiconductors1 stocks

2.3%

3Internet Retail1 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST735.4K shares3.03%2026-06-302026-07-13

DFCF DIMENSIONAL ETF TRUST542.7K shares3.83%2026-06-302026-07-13

DFIP DIMENSIONAL ETF TRUST462.7K shares8.14%2026-06-302026-07-13

DFSV DIMENSIONAL ETF TRUST411.0K shares-1.99%2026-06-302026-07-13

DFEM DIMENSIONAL ETF TRUST337.7K shares-2.71%2026-06-302026-07-13

AVRE AMERICAN CENTY ETF TR283.7K shares-1.85%2026-06-302026-07-13

DFUS DIMENSIONAL ETF TRUST157.7K shares0.00%2026-06-302026-07-13

DFIC DIMENSIONAL ETF TRUST339.8K shares-1.03%2026-06-302026-07-13

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AVUV AMERICAN CENTY ETF TR96.7K shares3.65%2026-06-302026-07-13

VTEB VANGUARD MUN BD FDS231.6K shares1.12%2026-06-302026-07-13

DISV DIMENSIONAL ETF TRUST276.1K shares-2.93%2026-06-302026-07-13

AVDE AMERICAN CENTY ETF TR112.8K shares4.07%2026-06-302026-07-13

BNDX VANGUARD CHARLOTTE FDS172.4K shares6.19%2026-06-302026-07-13

AVDV AMERICAN CENTY ETF TR76.3K shares4.74%2026-06-302026-07-13

AVEM AMERICAN CENTY ETF TR75.9K shares-1.53%2026-06-302026-07-13

VCRM VANGUARD MUN BD FDS74.7K shares5.09%2026-06-302026-07-13

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AVUS AMERICAN CENTY ETF TR42.5K shares3.26%2026-06-302026-07-13

DFAT DIMENSIONAL ETF TRUST73.3K shares-0.30%2026-06-302026-07-13

DFGR DIMENSIONAL ETF TRUST166.2K shares19.51%2026-06-302026-07-13

DFAS DIMENSIONAL ETF TRUST52.9K shares0.00%2026-06-302026-07-13

MUB ISHARES TR24.7K shares-1.55%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC3.5K shares-0.85%2026-06-302026-07-13

BIV VANGUARD BD INDEX FDS26.3K shares-2.02%2026-06-302026-07-13

SCHP SCHWAB STRATEGIC TR72.0K shares0.00%2026-06-302026-07-13

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SCHB SCHWAB STRATEGIC TR49.2K shares-2.76%2026-06-302026-07-13

DFAC DIMENSIONAL ETF TRUST31.2K shares-56.48%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS2.9K shares-0.28%2026-06-302026-07-13

VTIP VANGUARD MALVERN FDS20.8K shares2.44%2026-06-302026-07-13

IAGG ISHARES TR15.2K shares0.00%2026-06-302026-07-13

BSV VANGUARD BD INDEX FDS9.2K shares0.00%2026-06-302026-07-13

DFNM DIMENSIONAL ETF TRUST14.4K shares-3.47%2026-06-302026-07-13

VMC VULCAN MATLS CO2.1K shares0.00%2026-06-302026-07-13

Sponsored

DFAX DIMENSIONAL ETF TRUST16.7K shares-48.17%2026-06-302026-07-13

VGSH VANGUARD SCOTTSDALE FDS9.6K shares-1.24%2026-06-302026-07-13

SHV ISHARES TR4.2K shares-1.47%2026-06-302026-07-13

DFUV DIMENSIONAL ETF TRUST8.3K shares0.00%2026-06-302026-07-13

DFGX DIMENSIONAL ETF TRUST8.2K shares0.00%2026-06-302026-07-13

VV VANGUARD INDEX FDS1.0K shares0.00%2026-06-302026-07-13

VUG VANGUARD INDEX FDS3.8K shares500.16%2026-06-302026-07-13

AMZN AMAZON COM INC1.3K shares0.00%2026-06-302026-07-13

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NEAR ISHARES U S ETF TR5.5K shares0.00%2026-06-302026-07-13

DFSU DIMENSIONAL ETF TRUST5.8K shares0.00%2026-06-302026-07-13

AVES AMERICAN CENTY ETF TR4.0K shares0.00%2026-06-302026-07-13

DUHP DIMENSIONAL ETF TRUST6.2K shares0.00%2026-06-302026-07-13

NETFLIX INC. NETFLIX INC.3.0K shares0.00%2026-06-302026-07-13

DFAU

DIMENSIONAL ETF TRUST

3.03%

Shares735.4K

Event2026-06-30

Filed2026-07-13

DFCF

DIMENSIONAL ETF TRUST

3.83%

Shares542.7K

Event2026-06-30

Filed2026-07-13

DFIP

DIMENSIONAL ETF TRUST

8.14%

Shares462.7K

Event2026-06-30

Filed2026-07-13

DFSV

DIMENSIONAL ETF TRUST

-1.99%

Shares411.0K

Event2026-06-30

Filed2026-07-13

DFEM

DIMENSIONAL ETF TRUST

-2.71%

Shares337.7K

Event2026-06-30

Filed2026-07-13

AVRE

AMERICAN CENTY ETF TR

-1.85%

Shares283.7K

Event2026-06-30

Filed2026-07-13

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares157.7K

Event2026-06-30

Filed2026-07-13

DFIC

DIMENSIONAL ETF TRUST

-1.03%

Shares339.8K

Event2026-06-30

Filed2026-07-13

AVUV

AMERICAN CENTY ETF TR

3.65%

Shares96.7K

Event2026-06-30

Filed2026-07-13

VTEB

VANGUARD MUN BD FDS

1.12%

Shares231.6K

Event2026-06-30

Filed2026-07-13

DISV

DIMENSIONAL ETF TRUST

-2.93%

Shares276.1K

Event2026-06-30

Filed2026-07-13

AVDE

AMERICAN CENTY ETF TR

4.07%

Shares112.8K

Event2026-06-30

Filed2026-07-13

BNDX

VANGUARD CHARLOTTE FDS

6.19%

Shares172.4K

Event2026-06-30

Filed2026-07-13

AVDV

AMERICAN CENTY ETF TR

4.74%

Shares76.3K

Event2026-06-30

Filed2026-07-13

AVEM

AMERICAN CENTY ETF TR

-1.53%

Shares75.9K

Event2026-06-30

Filed2026-07-13

VCRM

VANGUARD MUN BD FDS

5.09%

Shares74.7K

Event2026-06-30

Filed2026-07-13

AVUS

AMERICAN CENTY ETF TR

3.26%

Shares42.5K

Event2026-06-30

Filed2026-07-13

DFAT

DIMENSIONAL ETF TRUST

-0.30%

Shares73.3K

Event2026-06-30

Filed2026-07-13

DFGR

DIMENSIONAL ETF TRUST

19.51%

Shares166.2K

Event2026-06-30

Filed2026-07-13

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares52.9K

Event2026-06-30

Filed2026-07-13

MUB

ISHARES TR

-1.55%

Shares24.7K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

-0.85%

Shares3.5K

Event2026-06-30

Filed2026-07-13

BIV

VANGUARD BD INDEX FDS

-2.02%

Shares26.3K

Event2026-06-30

Filed2026-07-13

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares72.0K

Event2026-06-30

Filed2026-07-13

SCHB

SCHWAB STRATEGIC TR

-2.76%

Shares49.2K

Event2026-06-30

Filed2026-07-13

DFAC

DIMENSIONAL ETF TRUST

-56.48%

Shares31.2K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-0.28%

Shares2.9K

Event2026-06-30

Filed2026-07-13

VTIP

VANGUARD MALVERN FDS

2.44%

Shares20.8K

Event2026-06-30

Filed2026-07-13

IAGG

ISHARES TR

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-13

BSV

VANGUARD BD INDEX FDS

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-13

DFNM

DIMENSIONAL ETF TRUST

-3.47%

Shares14.4K

Event2026-06-30

Filed2026-07-13

VMC

VULCAN MATLS CO

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

DFAX

DIMENSIONAL ETF TRUST

-48.17%

Shares16.7K

Event2026-06-30

Filed2026-07-13

VGSH

VANGUARD SCOTTSDALE FDS

-1.24%

Shares9.6K

Event2026-06-30

Filed2026-07-13

SHV

ISHARES TR

-1.47%

Shares4.2K

Event2026-06-30

Filed2026-07-13

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-13

DFGX

DIMENSIONAL ETF TRUST

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD INDEX FDS

500.16%

Shares3.8K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

NEAR

ISHARES U S ETF TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-13

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-13

AVES

AMERICAN CENTY ETF TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-13

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available