The Analysis of Physician Wealth Solutions Inc.'s Holdings
Currently, Physician Wealth Solutions Inc. holds 45 types of securities in its portfolio with a total value $235.8M. In the most recent quarter, they have increased their positions in DFCF (+39.7K shares, valued at $1.7M), DFIP (+22.6K shares, valued at $937.5K), DFGR (+33.7K shares, valued at $891.5K); decreased their positions in DFAC (-36.5K shares, valued at $1.4M), DFAX (-15.3K shares, valued at $501.4K), DFEM (-8.3K shares, valued at $276.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST656.9K shares1.34%2025-12-312026-01-12
DFCF DIMENSIONAL ETF TRUST511.4K shares8.41%2025-12-312026-01-12 DFIP DIMENSIONAL ETF TRUST393.4K shares6.08%2025-12-312026-01-12 DFSV DIMENSIONAL ETF TRUST428.3K shares-1.38%2025-12-312026-01-12 AVRE AMERICAN CENTY ETF TR292.0K shares-1.41%2025-12-312026-01-12 DFIC DIMENSIONAL ETF TRUST344.8K shares1.79%2025-12-312026-01-12 DFEM DIMENSIONAL ETF TRUST356.7K shares-2.29%2025-12-312026-01-12 DFUS DIMENSIONAL ETF TRUST157.7K shares0.00%2025-12-312026-01-12 DISV DIMENSIONAL ETF TRUST295.4K shares0.87%2025-12-312026-01-12 VTEB VANGUARD MUN BD FDS218.4K shares2.43%2025-12-312026-01-12 AVDE AMERICAN CENTY ETF TR99.3K shares0.63%2025-12-312026-01-12 AVUV AMERICAN CENTY ETF TR75.0K shares10.05%2025-12-312026-01-12 BNDX VANGUARD CHARLOTTE FDS152.4K shares6.85%2025-12-312026-01-12 DFAC DIMENSIONAL ETF TRUST170.3K shares-17.65%2025-12-312026-01-12 AVDV AMERICAN CENTY ETF TR64.7K shares0.10%2025-12-312026-01-12 AVEM AMERICAN CENTY ETF TR74.1K shares4.96%2025-12-312026-01-12 VCRM VANGUARD MUN BD FDS75.2K shares7.22%2025-12-312026-01-12 DFAT DIMENSIONAL ETF TRUST73.5K shares0.00%2025-12-312026-01-12 AVUS AMERICAN CENTY ETF TR37.0K shares0.29%2025-12-312026-01-12 DFAS DIMENSIONAL ETF TRUST52.9K shares0.00%2025-12-312026-01-12 MUB ISHARES TR25.1K shares0.00%2025-12-312026-01-12 DFGR DIMENSIONAL ETF TRUST101.3K shares49.95%2025-12-312026-01-12 DFAX DIMENSIONAL ETF TRUST74.4K shares-17.07%2025-12-312026-01-12 BIV VANGUARD BD INDEX FDS30.5K shares-1.86%2025-12-312026-01-12 SCHP SCHWAB STRATEGIC TR78.0K shares0.00%2025-12-312026-01-12 SCHB SCHWAB STRATEGIC TR50.6K shares-3.49%2025-12-312026-01-12 VTI VANGUARD INDEX FDS2.9K shares0.00%2025-12-312026-01-12 VTIP VANGUARD MALVERN FDS16.4K shares0.00%2025-12-312026-01-12 IAGG ISHARES TR15.2K shares0.00%2025-12-312026-01-12 AMD ADVANCED MICRO DEVICES INC3.5K shares0.00%2025-12-312026-01-12 DFNM DIMENSIONAL ETF TRUST15.4K shares-4.40%2025-12-312026-01-12 BSV VANGUARD BD INDEX FDS9.2K shares0.00%2025-12-312026-01-12 VMC VULCAN MATLS CO2.1K shares0.00%2025-12-312026-01-12 VGSH VANGUARD SCOTTSDALE FDS8.0K shares0.00%2025-12-312026-01-12 DFGX DIMENSIONAL ETF TRUST8.2K shares0.00%2025-12-312026-01-12 NEAR ISHARES U S ETF TR7.9K shares0.37%2025-12-312026-01-12 DFUV DIMENSIONAL ETF TRUST8.3K shares0.00%2025-12-312026-01-12 SHV ISHARES TR3.4K shares0.00%2025-12-312026-01-12 VV VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-01-12 VUG VANGUARD INDEX FDS637 shares0.00%2025-12-312026-01-12 AMZN AMAZON COM INC1.3K shares2.33%2025-12-312026-01-12 NFLX NETFLIX INC3.0K shares900.00%2025-12-312026-01-12 DFSU DIMENSIONAL ETF TRUST5.8K shares0.00%2025-12-312026-01-12 DUHP DIMENSIONAL ETF TRUST6.2K shares0.00%2025-12-312026-01-12 AVES AMERICAN CENTY ETF TR4.0K shares0.00%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available