Integris Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Integris Wealth Management, LLC

518,331

Previous 501,967 3.26%

$13.2 Billion

Previous $14.5 Billion 8.62%

3.73%

Previous 4.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	N/A	16,364 Added 3.26%	518,331 $13.2 Billion
Q3 2024 Oct 18, 2024	SELL	N/A	-3,867 Reduced 0.76%	501,967 $14.5 Billion
Q2 2024 Jul 19, 2024	SELL	N/A	-7,064 Reduced 1.38%	505,834 $12.6 Billion
Q1 2024 May 03, 2024	BUY	N/A	21,066 Added 4.28%	512,898 $13.1 Billion
Q4 2023 Feb 09, 2024	BUY	N/A	37,899 Added 8.35%	491,832 $12.8 Billion
Q3 2023 Nov 08, 2023	BUY	N/A	453,933 New	453,933 $10.2 Billion

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