§ 13F · FUND PROFILE
Physician Wealth Solutions Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $229M (13F)Positions · 46Turnover · — · Q1Filed · Apr 13, 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 · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 714K | $32M | 13.3% | +9% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 523K | $22M | 9.1% | +2% |
| 3 | DFIP | DIMENSIONAL ETF TRUST | 428K | $18M | 7.4% | +9% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 419K | $15M | 6.1% | −2% |
| 5 | AVRE | AMERICAN CENTY ETF TR | 289K | $13M | 5.3% | −1% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 343K | $12M | 5.0% | ±0% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 347K | $12M | 5.0% | −3% |
| 8 | VTEB | VANGUARD MUN BD FDS | 229K | $11M | 4.7% | +5% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 284K | $11M | 4.6% | −4% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 158K | $11M | 4.6% | ±0% |
§ 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 $229 million in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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