Integrity Wealth Solutions LLC Dimensional ETF Tr U S Core Eq Transaction History
Integrity Wealth Solutions LLC
- $154 Billion
- Q2 2024
A detailed history of Integrity Wealth Solutions LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Integrity Wealth Solutions LLC holds 148,269 shares of DFAC stock, worth $4.87 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
148,269
Previous 65,894
125.01%
Holding current value
$4.87 Million
Previous $2.11 Billion
127.05%
% of portfolio
3.11%
Previous 1.37%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.75 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.56 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$579 Million0.29% of portfolio