Integris Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Integris Wealth Management, LLC

  • $346 Billion
  • Q2 2024
Number of Shares
505,834
Previous 512,898 1.38%
Holding current value
$12.6 Billion
Previous $13.1 Billion 3.46%
% of portfolio
3.65%
Previous 3.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
N/A
-7,064 Reduced 1.38%
505,834 $12.6 Billion
Q1 2024

May 03, 2024
BUY
N/A
21,066 Added 4.28%
512,898 $13.1 Billion
Q4 2023

Feb 09, 2024
BUY
N/A
37,899 Added 8.35%
491,832 $12.8 Billion
Q3 2023

Nov 08, 2023
BUY
N/A
453,933 New
453,933 $10.2 Billion
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