PW

Physician Wealth Solutions Inc.

13F
Physician Wealth Solutions Inc.
Last update 2024-11-01 41 Stocks (0 new)
Value $201.00 Mil Turnover 29 %
Countries:
Top Holdings: DFAU(12.61%)DFCF(9.91%)DFIP(7.28%)AVRE(7.07%)VTEB(7.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
Physician Wealth Solutions Inc... Top Holdings of 2024-09-30 View Full List
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
630,860
25291.180
+56.72%
12.610
+4.56%
0.380
+12.93%
+25.02%
6898.540
 
DFCF 		Dimensional Core Fixed Income ETF
473,284
19868.470
+132.13%
9.910
+5.64%
0.350
-1.78%
-1.30%
5718.803
 
DFIP 		Dimensional Inflation-Protected Securities ETF
353,103
14593.730
+144.08%
7.280
+4.30%
1.850
-1.44%
-0.53%
785.272
 
AVRE 		Avantis Real E state ETF
310,991
14168.820
+21.81%
7.070
+1.27%
2.670
+0.45%
+2.31%
515.768
 
VTEB 		Vanguard Tax-Exempt Bond ETF
279,615
14075.820
+50.04%
7.020
+2.34%
0.040
-0.61%
-1.39%
33679.929
 
DFSV 		Dimensional US Small Cap Value ETF
455,290
14027.490
+31.19%
7.000
+1.66%
0.360
+14.15%
+13.05%
4210.470
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
379,198
10317.980
+9.51%
5.150
+0.45%
0.240
+1.48%
+6.81%
4262.937
 
DFUS 		Dimensional U.S. Equity Market ETF
155,364
9772.400
0%
4.870
0%
0.090
+13.04%
+25.74%
12054.176
 
DFIC 		Dimensional International Core Equity 2 ETF
323,282
8691.450
+18.74%
4.330
+0.68%
0.130
+1.15%
+3.33%
6856.159
 
DISV 		Dimensional International Small Cap Value ETF
286,580
7889.540
+19.08%
3.930
+0.63%
0.370
-0.30%
+3.88%
2100.893
 

Physician Wealth Solutions Inc.'s Historical Top Holdings Breakdowns

Physician Wealth Solutions Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFCF 		Dimensional Core Fixed Income ETF2024-09-30Add
+5.64%
●
41.34 ($42.63) 43.55
$41.85
-1.83%
Add 132.13%
473,284
269,398
DFAU 		Dimensional US Core Equity Market ETF2024-09-30Add
+4.56%
●
35.8 ($38.2) 39.69
$41.57
8.82%
Add 56.72%
630,860
228,314
DFIP 		Dimensional Inflation-Protected Securities ETF2024-09-30Add
+4.30%
●
40.69 ($41.66) 42.46
$41.06
-1.44%
Add 144.08%
353,103
208,435
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-09-30Add
+2.54%
●
31.05 ($33.03) 34.29
$35.93
8.78%
Add 215.84%
215,012
146,936
VTEB 		Vanguard Tax-Exempt Bond ETF2024-09-30Add
+2.34%
●
49.93 ($50.68) 51.15
$50.34
-0.67%
Add 50.04%
279,615
93,249
DFSV 		Dimensional US Small Cap Value ETF2024-09-30Add
+1.66%
●
28.25 ($29.97) 31.7
$32.92
9.84%
Add 31.19%
455,290
108,233
BNDX 		Vanguard Total International Bond ETF2024-09-30Add
+1.50%
●
48.42 ($49.65) 50.35
$49.82
0.34%
Add 74.15%
141,817
60,381
AVRE 		Avantis Real E state ETF2024-09-30Add
+1.27%
●
40.95 ($44.87) 48.28
$44.31
-1.25%
Add 21.81%
310,991
55,686
SCHP 		Schwab U.S. Tips ETF2024-09-30Add
+0.84%
●
25.79 ($26.41) 26.9
$26.14
-1.02%
Add 317.54%
167,858
63,828
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF2024-09-30Add
+0.69%
●
24.29 ($25.94) 27.24
$25.42
-2.00%
Add 128.68%
94,533
53,194

Physician Wealth Solutions Inc. Total Holding History ($B)

To

Physician Wealth Solutions Inc.'s Asset Allocation

To

Physician Wealth Solutions Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Physician Wealth Solutions Inc.'s Hypothetical Growth since 2024-09-30

Physician Wealth Solutions Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Physician Wealth Solutions Inc.'s Holdings Heat Map

Size field:

Physician Wealth Solutions Inc.'s Holdings Bubble Chart

Physician Wealth Solutions Inc. News

  • 1

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