The Analysis of Physician Wealth Solutions Inc.'s Holdings
Currently, Physician Wealth Solutions Inc. holds 46 types of securities in its portfolio with a total value $229.1M. In the most recent quarter, they have increased their positions in VTEB (+18.4K shares, valued at $920.3K), DFIP (+20.4K shares, valued at $863.6K), DFCF (+11.2K shares, valued at $479.9K); decreased their positions in DFNM (-7.5K shares, valued at $358.5K), AVUS (-1.9K shares, valued at $202.4K), VCRM (-2.2K shares, valued at $169.2K); initiated new positions in DFGX (+8.2K shares, valued at $442.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST648.2K shares-0.09%2025-09-302025-10-14
DFCF DIMENSIONAL ETF TRUST471.7K shares2.44%2025-09-302025-10-14 DFIP DIMENSIONAL ETF TRUST370.9K shares5.84%2025-09-302025-10-14 DFSV DIMENSIONAL ETF TRUST434.3K shares-0.35%2025-09-302025-10-14 AVRE AMERICAN CENTY ETF TR296.2K shares-0.59%2025-09-302025-10-14 DFEM DIMENSIONAL ETF TRUST365.0K shares-0.28%2025-09-302025-10-14 DFUS DIMENSIONAL ETF TRUST157.7K shares-1.13%2025-09-302025-10-14 DFIC DIMENSIONAL ETF TRUST338.7K shares1.75%2025-09-302025-10-14 VTEB VANGUARD MUN BD FDS213.2K shares9.43%2025-09-302025-10-14 DISV DIMENSIONAL ETF TRUST292.9K shares-1.50%2025-09-302025-10-14 DFAC DIMENSIONAL ETF TRUST206.8K shares0.57%2025-09-302025-10-14 AVDE AMERICAN CENTY ETF TR98.7K shares-2.07%2025-09-302025-10-14 BNDX VANGUARD CHARLOTTE FDS142.7K shares1.37%2025-09-302025-10-14 AVUV AMERICAN CENTY ETF TR68.1K shares0.56%2025-09-302025-10-14 AVDV AMERICAN CENTY ETF TR64.6K shares0.05%2025-09-302025-10-14 AVEM AMERICAN CENTY ETF TR70.6K shares0.62%2025-09-302025-10-14 VCRM VANGUARD MUN BD FDS70.1K shares-3.11%2025-09-302025-10-14 DFAT DIMENSIONAL ETF TRUST73.5K shares-0.43%2025-09-302025-10-14 AVUS AMERICAN CENTY ETF TR36.9K shares-4.81%2025-09-302025-10-14 DFAS DIMENSIONAL ETF TRUST52.9K shares0.00%2025-09-302025-10-14 DFAX DIMENSIONAL ETF TRUST89.7K shares-0.05%2025-09-302025-10-14 MUB ISHARES TR25.1K shares0.00%2025-09-302025-10-14 BIV VANGUARD BD INDEX FDS31.1K shares-2.49%2025-09-302025-10-14 SCHP SCHWAB STRATEGIC TR78.0K shares0.00%2025-09-302025-10-14 DFGR DIMENSIONAL ETF TRUST67.6K shares17.01%2025-09-302025-10-14 SCHB SCHWAB STRATEGIC TR52.4K shares-0.05%2025-09-302025-10-14 VTI VANGUARD INDEX FDS2.9K shares0.00%2025-09-302025-10-14 VTES VANGUARD WELLINGTON FD8.1K shares0.00%2025-09-302025-10-14 VTIP VANGUARD MALVERN FDS16.4K shares0.00%2025-09-302025-10-14 IAGG ISHARES TR15.2K shares0.00%2025-09-302025-10-14 DFNM DIMENSIONAL ETF TRUST16.1K shares-31.74%2025-09-302025-10-14 BSV VANGUARD BD INDEX FDS9.2K shares0.00%2025-09-302025-10-14 VMC VULCAN MATLS CO2.1K shares0.00%2025-09-302025-10-14 AMD ADVANCED MICRO DEVICES INC3.5K shares0.00%2025-09-302025-10-14 VGSH VANGUARD SCOTTSDALE FDS8.0K shares0.00%2025-09-302025-10-14 DFGX DIMENSIONAL ETF TRUST8.2K sharesnew addition2025-09-302025-10-14 NEAR ISHARES U S ETF TR7.9K shares0.05%2025-09-302025-10-14 SHV ISHARES TR3.4K shares0.00%2025-09-302025-10-14 DFUV DIMENSIONAL ETF TRUST8.3K shares0.00%2025-09-302025-10-14 NFLX NETFLIX INC303 shares0.00%2025-09-302025-10-14 VV VANGUARD INDEX FDS1.0K shares0.00%2025-09-302025-10-14 VUG VANGUARD INDEX FDS637 shares0.00%2025-09-302025-10-14 AMZN AMAZON COM INC1.3K shares0.00%2025-09-302025-10-14 DFSU DIMENSIONAL ETF TRUST5.8K shares0.00%2025-09-302025-10-14 DUHP DIMENSIONAL ETF TRUST6.2K shares0.00%2025-09-302025-10-14 AVES AMERICAN CENTY ETF TR4.0K shares-8.76%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available