Integrity Wealth Solutions LLC Dimensional ETF Tr U S Core Eq Transaction History
Integrity Wealth Solutions LLC
- $179 Billion
- Q4 2024
A detailed history of Integrity Wealth Solutions LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Integrity Wealth Solutions LLC holds 148,330 shares of DFAC stock, worth $5.27 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
148,330
Previous 148,275
0.04%
Holding current value
$5.27 Million
Previous $5.08 Billion
0.91%
% of portfolio
2.87%
Previous 2.97%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,024Shares Held
786MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$646 Million0.26% of portfolio