Integris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Integris Wealth Management, LLC

  • $411 Billion
  • Q3 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 624,595 shares of DISV stock, worth $22.4 Million. This represents 5.42% of its overall portfolio holdings.

Number of Shares
624,595
Previous 613,713 1.77%
Holding current value
$22.4 Million
Previous $20.2 Billion 10.37%
% of portfolio
5.42%
Previous 5.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$32.78 - $35.79 $356,711 - $389,466
10,882 Added 1.77%
624,595 $22.3 Billion
Q2 2025

Jul 23, 2025
BUY
$25.93 - $32.91 $190,066 - $241,230
7,330 Added 1.21%
613,713 $20.2 Billion
Q1 2025

Apr 22, 2025
BUY
$26.09 - $30.21 $473,037 - $547,737
18,131 Added 3.08%
606,383 $17.7 Billion
Q4 2024

Jan 23, 2025
BUY
$26.18 - $28.77 $1.02 Million - $1.12 Million
39,019 Added 7.1%
588,252 $15.6 Billion
Q3 2024

Oct 18, 2024
BUY
$26.06 - $29.18 $293,956 - $329,150
11,280 Added 2.1%
549,233 $16 Billion
Q2 2024

Jul 19, 2024
SELL
$26.23 - $28.56 $778,637 - $847,803
-29,685 Reduced 5.23%
537,953 $14.5 Billion
Q1 2024

May 03, 2024
BUY
$24.73 - $27.24 $1.1 Million - $1.22 Million
44,668 Added 8.54%
567,638 $15.4 Billion
Q4 2023

Feb 09, 2024
BUY
$22.43 - $25.87 $753,872 - $869,490
33,610 Added 6.87%
522,970 $13.5 Billion
Q3 2023

Nov 08, 2023
BUY
$23.27 - $25.13 $11.4 Million - $12.3 Million
489,360 New
489,360 $11.6 Billion

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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