Physician Wealth Solutions Inc. Top Holdings and 13F Report (2024) About Physician Wealth Solutions Inc.Investment ActivityPhysician Wealth Solutions Inc. has $200.52 million in total holdings as of September 30, 2024.Physician Wealth Solutions Inc. owns shares of 41 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 28.20% of the portfolio was purchased this quarter.About 0.20% of the portfolio was sold this quarter.This quarter, Physician Wealth Solutions Inc. has purchased 41 new stocks and bought additional shares in 25 stocks.Physician Wealth Solutions Inc. sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $25,291,182Dimensional Core Fixed Income ETF $19,868,468Dimensional Inflation-Protected Securities ETF $14,593,729Avantis Real Estate ETF $14,168,818Vanguard Tax-Exempt Bond ETF $14,075,819 Largest Purchases this Quarter Dimensional Core Fixed Income ETF 269,398 shares (about $11.31M)Dimensional US Core Equity Market ETF 228,314 shares (about $9.15M)Dimensional Inflation-Protected Securities ETF 208,435 shares (about $8.61M)Dimensional U.S. Core Equity 2 ETF 146,936 shares (about $5.08M)Vanguard Tax-Exempt Bond ETF 93,249 shares (about $4.69M) Largest Sales this Quarter iShares Core International Aggregate Bond ETF 4,289 shares (about $221.01K)Vanguard Intermediate-Term Bond ETF 1,654 shares (about $125.72K)Avantis U.S. Equity ETF 550 shares (about $52.86K)Advanced Micro Devices 60 shares (about $8.92K)Amazon.com 1 shares (about $192.73) Sector Allocation Over TimeMap of 500 Largest Holdings ofPhysician Wealth Solutions Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$25,291,182$9,153,110 ▲56.7%630,86012.6%ETFDFCFDimensional Core Fixed Income ETF$19,868,468$11,309,331 ▲132.1%473,2849.9%ETFDFIPDimensional Inflation-Protected Securities ETF$14,593,729$8,614,608 ▲144.1%353,1037.3%ETFAVREAvantis Real Estate ETF$14,168,818$2,537,066 ▲21.8%310,9917.1%ETFVTEBVanguard Tax-Exempt Bond ETF$14,075,819$4,694,155 ▲50.0%279,6157.0%ETFDFSVDimensional US Small Cap Value ETF$14,027,493$3,334,661 ▲31.2%455,2907.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,317,975$895,780 ▲9.5%379,1985.1%ETFDFUSDimensional U.S. Equity ETF$9,772,396$315 ▲0.0%155,3644.9%ETFDFICDimensional International Core Equity 2 ETF$8,691,450$1,371,944 ▲18.7%323,2824.3%ETFDISVDimensional International Small Cap Value ETF$7,889,543$1,264,315 ▲19.1%286,5803.9%ETFDFACDimensional U.S. Core Equity 2 ETF$7,439,403$5,083,977 ▲215.8%215,0123.7%ETFBNDXVanguard Total International Bond ETF$7,061,048$3,006,361 ▲74.1%141,8173.5%ETFAVDEAvantis International Equity ETF$6,301,310$101,276 ▲1.6%98,1823.1%ETFAVDVAvantis International Small Cap Value ETF$4,420,392$252,772 ▲6.1%65,9462.2%ETFAVUVAvantis U.S. Small Cap Value ETF$3,560,553$425,105 ▲13.6%37,1631.8%ETFDFASDimensional U.S. Small Cap ETF$3,435,1680.0%52,8651.7%ETFDFATDimensional U.S. Targeted Value ETF$3,388,182$111 ▼0.0%60,8951.7%ETFMUBiShares National Muni Bond ETF$3,186,521$349,420 ▲12.3%29,7751.6%ETFAVEMAvantis Emerging Markets Equity ETF$3,166,392$344,312 ▲12.2%50,4601.6%ETFAVUSAvantis U.S. Equity ETF$2,837,140$52,860 ▼-1.8%29,5201.4%ETFBIVVanguard Intermediate-Term Bond ETF$2,786,102$125,722 ▼-4.3%36,6541.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,453,131$1,380,384 ▲128.7%94,5331.2%ETFSCHPSchwab U.S. TIPS ETF$2,210,698$1,151,773 ▲108.8%83,9291.1%ETFSCHBSchwab US Broad Market ETF$1,275,613$902,222 ▲241.6%56,8710.6%ETFDFNMDimensional National Municipal Bond ETF$1,242,2310.0%25,8960.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$891,698$95,316 ▲12.0%18,2800.4%ManufacturingIAGGiShares Core International Aggregate Bond ETF$837,466$221,012 ▼-20.9%16,2520.4%ETFVTIVanguard Total Stock Market ETF$793,5310.0%2,7710.4%ETFVMCVulcan Materials$581,4640.0%2,1050.3%ConstructionAMDAdvanced Micro Devices$524,558$8,916 ▼-1.7%3,5300.3%Computer and TechnologyDFGRDimensional Global Real Estate ETF$414,440$63,067 ▲17.9%14,8120.2%ETFSHViShares Short Treasury Bond ETF$402,844$35,376 ▲9.6%3,6440.2%ETFNEARiShares Short Duration Bond Active ETF$400,603$146,399 ▲57.6%7,8890.2%ETFVGSHVanguard Short-Term Treasury Index ETF$398,687$32,849 ▲9.0%6,8210.2%ETFDFUVDimensional US Marketwide Value ETF$346,9000.0%8,3070.2%ETFVVVanguard Large-Cap ETF$270,2640.0%1,0150.1%ETFVUGVanguard Growth ETF$251,1370.0%6370.1%ETFDUHPDimensional US High Profitability ETF$250,6870.0%7,3580.1%ETFAMZNAmazon.com$247,658$193 ▼-0.1%1,2850.1%Retail/WholesaleNFLXNetflix$228,3830.0%3030.1%Consumer DiscretionaryDFSUDimensional US Sustainability Core 1 ETF$217,8480.0%5,8000.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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