Integrity Wealth Solutions LLC Dimensional ETF Tr Transaction History
Integrity Wealth Solutions LLC
- $179 Billion
- Q4 2024
A detailed history of Integrity Wealth Solutions LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Integrity Wealth Solutions LLC holds 48,737 shares of DFAI stock, worth $1.53 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
48,737
Previous 41,598
17.16%
Holding current value
$1.53 Million
Previous $1.32 Billion
7.65%
% of portfolio
0.8%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio