Integris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Integris Wealth Management, LLC

  • $346 Billion
  • Q2 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 515,908 shares of DFSV stock, worth $15.1 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares
515,908
Previous 565,222 8.72%
Holding current value
$15.1 Million
Previous $17 Billion 12.73%
% of portfolio
4.29%
Previous 4.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
316
Shares Held
81.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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