Integrity Wealth Solutions LLC Dimensional ETF Tr Transaction History
Integrity Wealth Solutions LLC
- $185 Billion
- Q1 2025
A detailed history of Integrity Wealth Solutions LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Integrity Wealth Solutions LLC holds 61,839 shares of DFAI stock, worth $2 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
61,839
Previous 48,737
26.88%
Holding current value
$2 Million
Previous $1.42 Billion
35.7%
% of portfolio
1.05%
Previous 0.8%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio