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Setu Mazumdar

Physician Wealth Solutions Inc.

Assets Managed
$263.753M
Holdings
45
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.19%(2Q avg: 5.83%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Physician Wealth Solutions Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Physician Wealth Solutions Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 263.753M in assets, with a quarterly growth rate of 9.19% and a 2-quarter average growth rate of 5.83%. The portfolio is managed by Setu Mazumdar, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 3.04%
14.42%
$38.014M
735,418 shares@ $51.7 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 3.84%
8.69%
$22.909M
542,729 shares@ $42.21 avg price
DFIP
Dimensional Inflation-protec
Recent Activity
Increased 8.14%
7.24%
$19.09M
462,726 shares@ $41.26 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Decreased -1.98%
6.05%
$15.944M
411,042 shares@ $38.79 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -2.71%
5.21%
$13.724M
337,691 shares@ $40.65 avg price
AVRE
Avantis Real Estate Etf
Recent Activity
Decreased -1.85%
5.1%
$13.44M
283,674 shares@ $47.38 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
4.9%
$12.921M
157,689 shares@ $81.95 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -1.03%
4.81%
$12.66M
339,783 shares@ $37.27 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 3.66%
4.58%
$12.062M
96,685 shares@ $124.76 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 1.13%
4.45%
$11.712M
231,559 shares@ $50.58 avg price

1-10 of 45