2026 Q2 Portfolio Activity
In 2026 Q2, Physician Wealth Solutions Inc. maintained a portfolio of 45 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 19.5%. The fund also reduced its exposure to DIMENSIONAL ETF TRUST by 56.5%.
Position History
hover any row below to update
Loading…
Total Positions
45
Quarter
2026 Q2
Top Holding
DFAU (14.4%)
Top 10 Concentration
65.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-45 of 45
Physician Wealth Solutions Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAU
DIMENSIONAL ETF...
|
ETF | 14.41% | 13.33% |
#1
Prev: #1
|
6.5 |
—
|
21,655 | 3.0% |
P
S
|
735,418 | $38,013,771 |
$37.16
+39.8%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | ||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 8.69% | 9.14% |
#2
Prev: #2
|
5.5 |
—
|
20,027 | 3.8% |
P
S
|
542,729 | $22,908,580 |
$39.49
+6.2%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | ||
|
DFIP
DIMENSIONAL ETF...
|
ETF | 7.24% | 7.39% |
#3
Prev: #3
|
5.9 |
—
|
34,812 | 8.1% |
P
S
|
462,726 | $19,089,744 |
$39.03
+5.3%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | ||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 6.05% | 6.08% |
#4
Prev: #4
|
3.4 |
—
|
-8,329 | -2.0% |
P
S
|
411,042 | $15,944,316 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 5.20% | 4.96% |
#5
2
Prev: #7
|
3.1 |
—
|
-9,419 | -2.7% |
P
S
|
337,691 | $13,723,771 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 5.10% | 5.27% |
#6
1
Prev: #5
|
2.5 |
—
|
-5,350 | -1.9% |
P
S
|
283,674 | $13,440,458 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 4.90% | 4.63% |
#7
3
Prev: #10
|
3.0 |
—
|
no change | no change |
P
S
|
157,689 | $12,921,037 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 4.80% | 5.05% |
#8
2
Prev: #6
|
2.4 |
—
|
-3,550 | -1.0% |
P
S
|
339,783 | $12,660,318 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 4.57% | 4.27% |
#9
2
Prev: #11
|
2.3 |
—
|
3,409 | 3.7% |
P
S
|
96,685 | $12,062,379 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 4.44% | 4.73% |
#10
2
Prev: #8
|
2.3 |
—
|
2,567 | 1.1% |
P
S
|
231,559 | $11,712,254 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 4.20% | 4.64% |
#11
2
Prev: #9
|
2.2 |
—
|
-8,339 | -2.9% |
P
S
|
276,090 | $11,079,483 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 3.82% | 3.81% |
#12
Prev: #12
|
2.0 |
—
|
4,409 | 4.1% |
P
S
|
112,850 | $10,066,251 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 3.17% | 3.23% |
#13
Prev: #13
|
3.3 |
—
|
10,043 | 6.2% |
P
S
|
172,397 | $8,349,199 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 2.98% | 3.01% |
#14
Prev: #14
|
1.7 |
—
|
3,450 | 4.7% |
P
S
|
76,304 | $7,863,159 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 2.78% | 2.57% |
#15
Prev: #15
|
1.6 |
—
|
-1,182 | -1.5% |
P
S
|
75,871 | $7,320,784 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VCRM
VANGUARD MUN BD...
|
ETF | 2.16% | 2.21% |
#16
Prev: #16
|
2.9 |
—
|
3,621 | 5.1% |
P
S
|
74,716 | $5,708,302 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 2.06% | 1.90% |
#17
1
Prev: #18
|
1.3 |
—
|
1,344 | 3.3% |
P
S
|
42,521 | $5,446,091 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.94% | 1.90% |
#18
1
Prev: #17
|
1.3 |
—
|
-217 | -0.3% |
P
S
|
73,270 | $5,121,563 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.83% | 1.53% |
#19
1
Prev: #20
|
2.7 |
—
|
27,132 | 19.5% |
P
S
|
166,172 | $4,814,017 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.65% | 1.56% |
#20
1
Prev: #19
|
1.7 |
—
|
no change | no change |
P
S
|
52,865 | $4,352,904 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
MUB
ISHARES TR
|
ETF | 1.01% | 1.10% |
#21
1
Prev: #22
|
0.9 |
—
|
-388 | -1.5% |
P
S
|
24,681 | $2,656,169 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.77% | 0.30% |
#22
9
Prev: #31
|
0.8 |
—
|
-30 | -0.8% |
P
S
|
3,500 | $2,033,185 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.76% | 0.86% |
#23
Prev: #23
|
0.8 |
—
|
-541 | -2.0% |
P
S
|
26,285 | $2,016,031 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.72% | 0.79% |
#24
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
72,007 | $1,908,196 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.54% | 0.53% |
#25
Prev: #25
|
0.7 |
—
|
-1,395 | -2.8% |
P
S
|
49,224 | $1,425,522 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.53% | 1.15% |
#26
5
Prev: #21
|
0.2 |
—
|
-40,524 | -56.5% |
P
S
|
31,222 | $1,384,996 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.41% | 0.38% |
#27
1
Prev: #28
|
0.7 |
—
|
-8 | -0.3% |
P
S
|
2,888 | $1,068,676 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.40% | 0.42% |
#28
1
Prev: #27
|
0.7 |
—
|
496 | 2.4% |
P
S
|
20,831 | $1,046,341 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.29% | 0.32% |
#29
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
15,241 | $771,195 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.27% | 0.30% |
#30
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
9,245 | $720,278 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 0.26% | 0.30% |
#31
1
Prev: #32
|
0.6 |
—
|
-517 | -3.5% |
P
S
|
14,392 | $695,637 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VMC
VULCAN MATLS CO
|
Basic Materials | 0.24% | 0.24% |
#32
1
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
2,105 | $620,996 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.23% | 0.45% |
#33
7
Prev: #26
|
0.1 |
—
|
-15,553 | -48.2% |
P
S
|
16,734 | $616,463 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.21% | 0.24% |
#34
Prev: #34
|
0.6 |
—
|
-120 | -1.2% |
P
S
|
9,594 | $558,371 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
SHV
ISHARES TR
|
ETF | 0.18% | 0.20% |
#35
Prev: #35
|
0.6 |
—
|
-63 | -1.5% |
P
S
|
4,222 | $465,898 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.17% | 0.17% |
#36
1
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
8,307 | $456,968 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 0.17% | 0.18% |
#37
1
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
8,200 | $439,477 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.13% | 0.13% |
#38
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
1,015 | $349,069 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.12% | 0.12% |
#39
2
Prev: #41
|
3.0 |
—
|
3,186 | 500.2% |
P
S
|
3,823 | $329,325 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.12% | 0.11% |
#40
2
Prev: #42
|
1.0 |
—
|
no change | no change |
P
S
|
1,285 | $306,267 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
NEAR
ISHARES U S ETF...
|
ETF | 0.11% | 0.12% |
#41
1
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
5,485 | $277,870 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.10% | 0.10% |
#42
2
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
5,800 | $270,454 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 0.10% | 0.10% |
#43
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
3,977 | $260,891 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 0.10% | 0.09% |
#44
1
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
6,238 | $260,312 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.08% | 0.12% |
#45
6
Prev: #39
|
1.0 |
—
|
no change | no change |
P
S
|
3,030 | $216,342 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 |
Showing 1-45 of 45 holdings