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 $3.44 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
130,276
Previous 124,564
4.59%
Holding current value
$3.44 Million
Previous $3.06 Billion
10.06%
% of portfolio
1.82%
Previous 1.71%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
245Shares Held
89.9MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$467 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$328 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 Million3.42% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$103 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$101 Million0.14% of portfolio