StockDriftsStockDriftsTop 45 Physician Wealth Solutions Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 13.33% | 713.8K | $32.2M | +8.65%(+56.84K) | $36.35(+37.46%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 9.14% | 522.7K | $22.1M | +2.21%(+11.29K) | $42.14(+0.27%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 7.39% | 427.9K | $17.9M | +8.76%(+34.47K) | $41.35(+1.90%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 6.08% | 419.4K | $14.7M | -2.09%(-8.96K) | $28.68(+31.38%) | 2026-03-31 | |
| AVRE | AMERICAN CENTY ETF TR | 5.27% | 289.0K | $12.7M | -1.02%(-2.98K) | $41.88(+13.24%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.05% | 343.3K | $12.2M | -0.41%(-1.42K) | $25.72(+44.91%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.96% | 347.1K | $12.0M | -2.68%(-9.57K) | $24.91(+59.15%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.73% | 229.0K | $11.4M | +4.84%(+10.58K) | $49.96(+0.37%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 4.64% | 284.4K | $11.2M | -3.73%(-11.01K) | $26.36(+56.10%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.63% | 157.7K | $11.2M | +0.00%(+0) | $49.57(+59.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.54% | +42.54% |
| Top 20 Holdings Unweighted | +12.50% | +42.37% |
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