Integris Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Integris Wealth Management, LLC
- $346 Billion
- Q2 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 579,297 shares of DFEM stock, worth $15.3 Million. This represents 4.47% of its overall portfolio holdings.
Number of Shares
579,297
Previous 637,056
9.07%
Holding current value
$15.3 Million
Previous $16.2 Billion
4.64%
% of portfolio
4.47%
Previous 4.49%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
316Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$398 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$134 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$108 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$103 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$91.8 Million7.95% of portfolio