Integris Wealth Management, LLC DFSV Holdings History
Integris Wealth Management, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Integris Wealth Management, LLC held 561,059.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $15.79 Mil. This investment constitutes 4.5% of their stock portfolio, and Integris Wealth Management, LLC now holds 0.37% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q3. And since then Integris Wealth Management, LLC has made 6 purchases of DFSV, at an average price of $26.78, for a total of 610,373.00 shares. In addition, there have been 1 sales at an average price of $29.02 for 49,314.00 shares. Based on historical transaction data and DFSV's current price of $29.07, Integris Wealth Management, LLC's estimated gain on his DFSV holdings is $1.40 Mil, reflecting a 8.54% gain to date.
Integris Wealth Management, LLC DFSV ($29.07) Holding Chart
Integris Wealth Management, LLC DFSV ($29.07) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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