Integrity Wealth Solutions LLC DFAC Holdings History
Integrity Wealth Solutions LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Integrity Wealth Solutions LLC held 150,023.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $4.95 Mil. This investment constitutes 2.68% of their stock portfolio, and Integrity Wealth Solutions LLC now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q4. And since then Integrity Wealth Solutions LLC has made 4 purchases of DFAC, at an average price of $29.61, for a total of 150,023.00 shares. Based on historical transaction data and DFAC's current price of $36.25, Integrity Wealth Solutions LLC's estimated gain on his DFAC holdings is $995,833.56, reflecting a 22.42% gain to date.
Integrity Wealth Solutions LLC DFAC ($36.25) Holding Chart
Integrity Wealth Solutions LLC DFAC ($36.25) 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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