Integrity Wealth Solutions LLC Dimensional ETF Tr Transaction History
Integrity Wealth Solutions LLC
- $224 Billion
- Q3 2025
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 74,209 shares of DFAI stock, worth $2.75 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
74,209
Previous 69,354
7.0%
Holding current value
$2.75 Million
Previous $2.4 Billion
12.51%
% of portfolio
1.2%
Previous 1.17%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio