Physician Wealth Solutions Inc.

RIA/Wealth

Physician Wealth Solutions Inc. is a RIA/Wealth led by Setu Shubhang Mazumdar, reporting $256.6M in AUM as of Q3 2025 with 99% ETF concentration and 66% concentrated in top 10 holdings.

PresidentSetu Shubhang Mazumdar

Portfolio Value: $223.8M
Positions: 45
Top Holding: DFAU at 13.26%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in Physician Wealth Solutions Inc.'s portfolio (66.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional US Core Equity Market DFAU	ETF ETF	$29.7M	13.26%	-$27.9K Sold	— 648.2K shares	Q4 2023 Held for 1y 11m
2 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$20.2M	9.01%	+$479.9K Bought	— 471.7K shares	Q4 2023 Held for 1y 11m
3 DFIP Dimensional Inflation-Protected Securities DFIP	ETF ETF	$15.7M	7.00%	+$863.6K Bought	— 370.9K shares	Q4 2023 Held for 1y 11m
4 Dimensional US Small Cap Value DFSV	ETF ETF	$13.8M	6.18%	-$49.1K Sold	— 434.3K shares	Q4 2023 Held for 1y 11m
5 Avantis Real Estate AVRE	ETF ETF	$13.2M	5.89%	-$78.2K Sold	— 296.2K shares	Q4 2023 Held for 1y 11m
6 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$11.7M	5.23%	-$32.7K Sold	— 365.0K shares	Q4 2023 Held for 1y 11m
7 Dimensional U.S. Equity DFUS	ETF ETF	$11.4M	5.10%	-$130.9K Sold	— 157.7K shares	Q4 2023 Held for 1y 11m
8 Dimensional International Core Equity 2 DFIC	ETF ETF	$11.1M	4.96%	+$191.1K Bought	— 338.7K shares	Q4 2023 Held for 1y 11m
9 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$10.7M	4.77%	+$920.3K Bought	— 213.2K shares	Q4 2023 Held for 1y 11m
10 DISV Dimensional International Small Cap Value DISV	ETF ETF	$10.5M	4.67%	-$159.6K Sold	— 292.9K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Physician Wealth Solutions Inc.'s latest filing

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Market Value

$223.8M

Prior: $210.3M

Q/Q Change

+6.4%

+$13.5M

Net Flows % of MV

+0.926%

Turnover Ratio

1.05%

New Purchases

1 stocks

$442.5K

Added To

11 stocks

+$2.9M

Sold Out Of

0 stocks

Reduced Holdings

14 stocks

-$1.3M

Increased Positions

Position	Shares Δ	Change
1 DFGX Dimensional Global ex US Core Fixed Income DFGX	New	0 → 8.2K +$442.5K
2 DFGR Dimensional Global Real Estate DFGR	+17.01%	57.7K → 67.6K +$268.2K
3 Vanguard Tax-Exempt Bond Index Fund VTEB	+9.43%	194.9K → 213.2K +$920.3K
4 DFIP Dimensional Inflation-Protected Securities DFIP	+5.84%	350.4K → 370.9K +$863.6K
5 DFCF Dimensional Core Fixed Income DFCF	+2.44%	460.5K → 471.7K +$479.9K

Decreased Positions

Position	Shares Δ	Change
1 DFNM Dimensional National Municipal Bond DFNM	-31.74%	23.5K → 16.1K −$358.5K
2 Avantis Emerging Markets Value AVES	-8.76%	4.4K → 4.0K −$21.9K
3 Avantis U.S. Equity AVUS	-4.81%	38.7K → 36.9K −$202.4K
4 Vanguard Intermediate-Term Bond BIV	-2.49%	31.9K → 31.1K −$62.0K
5 Avantis International Equity AVDE	-2.07%	100.8K → 98.7K −$165.0K