Integris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Integris Wealth Management, LLC

$355 Billion
Q4 2024

A detailed history of Integris Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Integris Wealth Management, LLC holds 539,489 shares of DFSV stock, worth $13.8 Million. This represents 4.68% of its overall portfolio holdings.

Number of Shares

539,489

Previous 522,845 3.18%

Holding current value

$13.8 Million

Previous $16.1 Billion 3.12%

% of portfolio

4.68%

Previous 4.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$30.18 - $33.87 $502,315 - $563,732	16,644 Added 3.18%	539,489 $16.6 Billion
Q3 2024 Oct 18, 2024	BUY	$28.25 - $31.7 $195,970 - $219,902	6,937 Added 1.34%	522,845 $16.1 Billion
Q2 2024 Jul 19, 2024	SELL	$27.81 - $30.13 $1.37 Million - $1.49 Million	-49,314 Reduced 8.72%	515,908 $14.8 Billion
Q1 2024 May 03, 2024	BUY	$27.45 - $30.1 $830,335 - $910,494	30,249 Added 5.65%	565,222 $17 Billion
Q4 2023 Feb 09, 2024	BUY	$23.61 - $29.53 $955,661 - $1.2 Million	40,477 Added 8.19%	534,973 $15.6 Billion
Q3 2023 Nov 08, 2023	BUY	$24.97 - $27.69 $12.3 Million - $13.7 Million	494,496 New	494,496 $12.5 Billion

Others Institutions Holding DFSV

# of Institutions

418

Shares Held

110M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integris Wealth Management, LLC with notifications on news.

Account

Integris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History