account_balance
Investment manager · 13F filer · SEC CIK 2007116
Physician Wealth Solutions Inc.
Reported value$254Mas of Sep 30, 2026
Positions45 2 new, 2 sold out
Top 10 weight65.9%DFAU alone is 15%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
15.1%
DFCFDimensional ETF Trust
9.3%Added +8%
DFIPDimensional ETF Trust
7.1%
DFSVDfa Invt Dimensions Group In
5.7%Trimmed −6%
DFUSDimensional ETF Trust
5.2%
DFEMDimensional ETF Trust
5.1%Trimmed −2%
DFICDimensional ETF Trust
4.9%Trimmed −2%
AVREAmerican Centy ETF Tr
4.7%Trimmed −6%
DISVDimensional ETF Trust
4.5%Trimmed −4%
AVUVAmerican Centy ETF Tr
4.3%Trimmed −4%
VTEBVanguard Mun Bd FDS
4.0%Trimmed −8%
AVDEAmerican Centy ETF Tr
3.4%Trimmed −14%
DFAUDimensional ETF Trust
15.1%
DFCFDimensional ETF Trust
9.3%+8%
DFIPDimensional ETF Trust
7.1%
DFSVDfa Invt Dimensions Group In
5.7%−6%
DFUSDimensional ETF Trust
5.2%
DFEMDimensional ETF Trust
5.1%
DFICDimensional ETF Trust
4.9%
AVREAmerican Centy ETF Tr
4.7%
DISVDimensional ETF Trust
4.5%
AVUV4.3%
VTEB4.0%
AVDE3.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dimensional ETF Trust 15.1% Held
DFCF Dimensional ETF Trust 9.3% Added +8%
DFIP Dimensional ETF Trust 7.1% Held
DFSV Dfa Invt Dimensions Group In 5.7% Trimmed −6%
DFUS Dimensional ETF Trust 5.2% Held
DFEM Dimensional ETF Trust 5.1% Trimmed −2%
DFIC Dimensional ETF Trust 4.9% Trimmed −2%
AVRE American Centy ETF Tr 4.7% Trimmed −6%
DISV Dimensional ETF Trust 4.5% Trimmed −4%
AVUV American Centy ETF Tr 4.3% Trimmed −4%
VTEB Vanguard Mun Bd FDS 4.0% Trimmed −8%
AVDE American Centy ETF Tr 3.4% Trimmed −14%
What changed
Biggest moves since Jun 30, 2026
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