Integrity Wealth Solutions LLC Dimensional ETF Tr Dimensional Transaction History

Integrity Wealth Solutions LLC

$185 Billion
Q1 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 130,276 shares of DFIS stock, worth $3.78 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

130,276

Previous 124,564 4.59%

Holding current value

$3.78 Million

Previous $3.06 Billion 10.06%

% of portfolio

1.82%

Previous 1.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$23.92 - $26.89 $136,631 - $153,595	5,712 Added 4.59%	130,276 $3.37 Billion
Q4 2024 Jan 22, 2025	SELL	$24.25 - $26.7 $1,358 - $1,495	-56 Reduced 0.04%	124,564 $3.06 Billion
Q3 2024 Oct 21, 2024	BUY	$24.06 - $26.97 $520,634 - $583,603	21,639 Added 21.01%	124,620 $3.34 Billion
Q2 2024 Jul 26, 2024	BUY	$24.08 - $25.86 $347,859 - $373,573	14,446 Added 16.32%	102,981 $2.54 Billion
Q1 2024 Apr 18, 2024	BUY	$23.13 - $25.1 $231,485 - $251,200	10,008 Added 12.74%	88,535 $2.22 Billion
Q4 2023 Feb 08, 2024	BUY	$20.55 - $24.23 $1.61 Million - $1.9 Million	78,527 New	78,527 $1.9 Billion

Others Institutions Holding DFIS

# of Institutions

253

Shares Held

94M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrity Wealth Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrity Wealth Solutions LLC with notifications on news.

Account

Integrity Wealth Solutions LLC Dimensional ETF Tr Dimensional Transaction History