Integris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Integris Wealth Management, LLC

$358 Billion
Q3 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 549,233 shares of DISV stock, worth $15 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares

549,233

Previous 537,953 2.1%

Holding current value

$15 Million

Previous $14.5 Billion 10.27%

% of portfolio

4.46%

Previous 4.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$26.06 - $29.18 $293,956 - $329,150	11,280 Added 2.1%	549,233 $16 Billion
Q2 2024 Jul 19, 2024	SELL	$26.23 - $28.56 $778,637 - $847,803	-29,685 Reduced 5.23%	537,953 $14.5 Billion
Q1 2024 May 03, 2024	BUY	$24.73 - $27.24 $1.1 Million - $1.22 Million	44,668 Added 8.54%	567,638 $15.4 Billion
Q4 2023 Feb 09, 2024	BUY	$22.43 - $25.87 $753,872 - $869,490	33,610 Added 6.87%	522,970 $13.5 Billion
Q3 2023 Nov 08, 2023	BUY	$23.27 - $25.13 $11.4 Million - $12.3 Million	489,360 New	489,360 $11.6 Billion

Others Institutions Holding DISV

# of Institutions

266

Shares Held

57.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Integris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History