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 $16.4 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
625,192
Previous 593,964
5.26%
Holding current value
$16.4 Million
Previous $16.7 Billion
2.07%
% of portfolio
4.62%
Previous 4.67%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
368Shares Held
1.15BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.7 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$408 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio