Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Physician Wealth Solutions Inc. (CIK 2007116) reported $241.6M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($32.2M, 13.33%), DFCF ($22.1M, 9.14%), DFIP ($17.9M, 7.39%), DFSV ($14.7M, 6.08%), AVRE ($12.7M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $32.2M | 13.33% | 713,763 | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $22.1M | 9.14% | 522,702 | Added |
| 3 | DFIP | DIMENSIONAL ETF TRUST | $17.9M | 7.39% | 427,914 | Added |
| 4 | DFSV | DIMENSIONAL ETF TRUST | $14.7M | 6.08% | 419,371 | Trimmed |
| 5 | AVRE | AMERICAN CENTY ETF TR | $12.7M | 5.27% | 289,024 | Trimmed |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $12.2M | 5.05% | 343,333 | Trimmed |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $12.0M | 4.96% | 347,110 | Trimmed |
| 8 | VTEB | VANGUARD MUN BD FDS | $11.4M | 4.73% | 228,992 | Added |
| 9 | DISV | DIMENSIONAL ETF TRUST | $11.2M | 4.64% | 284,429 | Trimmed |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $11.2M | 4.63% | 157,689 | Hold |
| 11 | AVUV | AMERICAN CENTY ETF TR | $10.3M | 4.27% | 93,276 | Added |
| 12 | AVDE | AMERICAN CENTY ETF TR | $9.2M | 3.81% | 108,441 | Added |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | $7.8M | 3.23% | 162,354 | Added |
| 14 | AVDV | AMERICAN CENTY ETF TR | $7.3M | 3.01% | 72,854 | Added |
| 15 | AVEM | AMERICAN CENTY ETF TR | $6.2M | 2.57% | 77,053 | Added |
| 16 | VCRM | VANGUARD MUN BD FDS | $5.3M | 2.21% | 71,095 | Trimmed |
| 17 | DFAT | DIMENSIONAL ETF TRUST | $4.6M | 1.90% | 73,487 | Hold |
| 18 | AVUS | AMERICAN CENTY ETF TR | $4.6M | 1.90% | 41,177 | Added |
| 19 | DFAS | DIMENSIONAL ETF TRUST | $3.8M | 1.56% | 52,865 | Hold |
| 20 | DFGR | DIMENSIONAL ETF TRUST | $3.7M | 1.53% | 139,040 | Added |
| 21 | DFAC | DIMENSIONAL ETF TRUST | $2.8M | 1.15% | 71,746 | Trimmed |
| 22 | MUB | ISHARES TR | $2.7M | 1.10% | 25,069 | Trimmed |
| 23 | BIV | VANGUARD BD INDEX FDS | $2.1M | 0.86% | 26,826 | Trimmed |
| 24 | SCHP | SCHWAB STRATEGIC TR | $1.9M | 0.79% | 72,007 | Trimmed |
| 25 | SCHB | SCHWAB STRATEGIC TR | $1.3M | 0.53% | 50,619 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31