Integrity Wealth Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Integrity Wealth Solutions LLC
- $205 Billion
- Q2 2025
A detailed history of Integrity Wealth Solutions LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Integrity Wealth Solutions LLC holds 134,103 shares of DFIS stock, worth $4.11 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
134,103
Previous 130,276
2.94%
Holding current value
$4.11 Million
Previous $3.37 Billion
18.87%
% of portfolio
1.95%
Previous 1.82%
Shares
7 transactions
Others Institutions Holding DFIS
# of Institutions
263Shares Held
85.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$564 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$382 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$110 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$89.9 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$87.5 Million1.31% of portfolio