§ 13F · FUND PROFILE
Physician Wealth Solutions Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $215.6T (13F)Positions · 45Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 657K | $30.7T | 13.0% | +1% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 511K | $21.8T | 9.2% | +8% |
| 3 | DFIP | DIMENSIONAL ETF TRUST | 393K | $16.3T | 6.9% | +6% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 428K | $14.1T | 6.0% | −1% |
| 5 | AVRE | AMERICAN CENTY ETF TR | 292K | $12.7T | 5.4% | −1% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 345K | $11.9T | 5.0% | +2% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 357K | $11.8T | 5.0% | −2% |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 158K | $11.7T | 5.0% | ±0% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 295K | $11.2T | 4.8% | +1% |
| 10 | VTEB | VANGUARD MUN BD FDS | 218K | $11.0T | 4.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PHYSICIAN SIGNAL
AC read
Physician Wealth Solutions Inc. is a Other fund managing $215638.8 trillion in assets. The fund runs a portfolio of 45 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed