Integris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Integris Wealth Management, LLC
- $351 Billion
- Q1 2025
A detailed history of Integris Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Integris Wealth Management, LLC holds 606,383 shares of DISV stock, worth $17.9 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
606,383
Previous 588,252
3.08%
Holding current value
$17.9 Million
Previous $15.6 Billion
12.98%
% of portfolio
5.04%
Previous 4.41%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
66.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.8 Million1.46% of portfolio