Physician Wealth Solutions Inc.: Q2 2026 Portfolio Activity Analysis

As of June 30th, 2026, Physician Wealth Solutions Inc.'s portfolio has undergone several changes during the quarter. The total portfolio value stands at $258 million, reflecting adjustments in holdings across different sectors and investment strategies.

Significant Increases This Quarter

The investor demonstrated a clear preference for certain Dimensional Fund Trust ETFs by significantly increasing their positions:

• DFIP (Dimensional Fund Advisors International ETF) saw the largest increase in shares, rising by approximately 34,812 units or about 8.14% from the previous quarter.
• DFAU (Dimensional Fund Trust ETF - U.S. Small Cap Value ex-US) experienced a substantial increase in its value, adding $2 million to reach an allocation of 14.41%.
• DFCF (Dimensional Fund Trust ETF - Core U.S.) also showed strong buying interest, increasing its value by over $2 million and boosting its portfolio weight to 8.69%.
• VTEB (Vanguard Short-Term Corporate Bond ETF) was another significant purchase, adding around $100k in value despite a slight share increase.

Notable Sales and Decreases

In contrast to the buying activity, the investor also divested from several holdings during Q2:

• VTEB (Vanguard Short-Term Corporate Bond ETF) experienced a decrease in shares by just over 1%.
• The largest reduction was seen in the exit of Dimensional Fund Trust ETF symbol DFAC (DFAC). The investor sold off this position completely, reducing its allocation to zero after a significant sell-off of over 56%.
• DFEM (Dimensional Fund Trust ETF - Small Cap ex-US) saw a decrease in shares by nearly 2.7%, leading to a slight reduction in its portfolio weight.

The overall portfolio shows that the investor is actively managing their holdings, favoring certain Dimensional and Vanguard funds while strategically exiting others like DFAC.

New Positions and Exits

Several new positions were added to the portfolio during this quarter:

• BNDX (Vanguard Charitable ETF), a fund focused on providing exposure to US investment grade bonds, was introduced with an allocation of $835k.
• The investor also added positions in AVDE and AVDV (AVDE and AVDV) which are part of the American Century ETF Trust.

Conversely, some positions were completely exited:

• DFAC (Dimensional Fund Trust ETF - Small Cap Value ex-US) was sold entirely.

The investor's actions in Q2 reflect a dynamic approach to portfolio management, focusing on specific Dimensional and Vanguard funds while strategically reducing exposure elsewhere.