Integris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Integris Wealth Management, LLC
- $346 Billion
- Q2 2024
A detailed history of Integris Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Integris Wealth Management, LLC holds 515,908 shares of DFSV stock, worth $15.4 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
515,908
Previous 565,222
8.72%
Holding current value
$15.4 Million
Previous $17 Billion
12.73%
% of portfolio
4.29%
Previous 4.7%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
317Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$245 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$147 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$139 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$82.1 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$75.1 Million0.78% of portfolio