Integris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Integris Wealth Management, LLC

  • $362 Billion
  • Q1 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 567,638 shares of DISV stock, worth $15.7 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares
567,638
Previous 522,970 8.54%
Holding current value
$15.7 Million
Previous $13.5 Billion 14.46%
% of portfolio
4.27%
Previous 3.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$24.73 - $27.24 $1.1 Million - $1.22 Million
44,668 Added 8.54%
567,638 $15.4 Billion
Q4 2023

Feb 09, 2024
BUY
$22.43 - $25.87 $753,872 - $869,490
33,610 Added 6.87%
522,970 $13.5 Billion
Q3 2023

Nov 08, 2023
BUY
$23.27 - $25.13 $11.4 Million - $12.3 Million
489,360 New
489,360 $11.6 Billion

Others Institutions Holding DISV

# of Institutions
247
Shares Held
53.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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