Integrity Wealth Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Integrity Wealth Solutions LLC
- $224 Billion
- Q3 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 140,565 shares of DFIS stock, worth $4.42 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
140,565
Previous 134,103
4.82%
Holding current value
$4.42 Million
Previous $4 Billion
11.11%
% of portfolio
1.98%
Previous 1.95%
Shares
8 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio