Integris Wealth Management, LLC DISV Holdings History
Integris Wealth Management, LLC's Dimensional International Small Cap Value ETF Holding Summary
As of 2025-03-31, Integris Wealth Management, LLC held 606,383.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $17.66 Mil. This investment constitutes 5.04% of their stock portfolio, and Integris Wealth Management, LLC now holds 0.67% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2023Q3. And since then Integris Wealth Management, LLC has made 6 purchases of DISV, at an average price of $24.82, for a total of 636,068.00 shares. In addition, there have been 1 sales at an average price of $27.45 for 29,685.00 shares. Based on historical transaction data and DISV's current price of $32.81, Integris Wealth Management, LLC's estimated gain on his DISV holdings is $4.92 Mil, reflecting a 31.17% gain to date.
Integris Wealth Management, LLC DISV ($32.81) Holding Chart
Integris Wealth Management, LLC DISV ($32.81) 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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