Integrity Wealth Solutions LLC Dimensional ETF Tr U S Core Eq Transaction History
Integrity Wealth Solutions LLC
- $171 Billion
- Q3 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 148,275 shares of DFAC stock, worth $5.12 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
148,275
Previous 148,269
-0.0%
Holding current value
$5.12 Million
Previous $4.78 Billion
6.36%
% of portfolio
2.97%
Previous 3.11%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
725MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.95 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$610 Million0.29% of portfolio