Integris Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Integris Wealth Management, LLC
- $358 Billion
- Q3 2024
A detailed history of Integris Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Integris Wealth Management, LLC holds 593,964 shares of DFEM stock, worth $15.8 Million. This represents 4.67% of its overall portfolio holdings.
Number of Shares
593,964
Previous 579,297
2.53%
Holding current value
$15.8 Million
Previous $15.5 Billion
7.98%
% of portfolio
4.67%
Previous 4.47%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio