Integris Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Integris Wealth Management, LLC
- $355 Billion
- Q4 2024
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 625,192 shares of DFEM stock, worth $16.6 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
625,192
Previous 593,964
5.26%
Holding current value
$16.6 Million
Previous $16.7 Billion
2.07%
% of portfolio
4.62%
Previous 4.67%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$434 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$158 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio