Integris Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Integris Wealth Management, LLC
- $383 Billion
- Q2 2025
A detailed history of Integris Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Integris Wealth Management, LLC holds 650,019 shares of DFEM stock, worth $19.7 Million. This represents 5.03% of its overall portfolio holdings.
Number of Shares
650,019
Previous 639,673
1.62%
Holding current value
$19.7 Million
Previous $16.9 Billion
13.98%
% of portfolio
5.03%
Previous 4.83%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
460Shares Held
167MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$509 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$197 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$182 Million2.54% of portfolio
-
Truepoint, Inc.4.91MShares$149 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio