DFEM — DIMENSIONAL ETF TRUST

Ownership history in Integris Wealth Management, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Integris Wealth Management, LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.11% (2025 Q3)
Avg. % of fund
4.66%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 676,654 +22,152 +3.4% 5.09% $22.4M $33.08
2025 Q3 ADDED 654,502 +4,483 +0.7% 5.11% $21.0M $31.87
2025 Q2 ADDED 650,019 +10,346 +1.6% 5.03% $19.3M $29.26
2025 Q1 ADDED 639,673 +14,481 +2.3% 4.83% $16.9M $25.86
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEM price (monthly, adj. close)

Other funds also holding DFEM

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 25.18% EnRich Financial Partners LLC 11.56% CAPSTONE CAPITAL LLC 11.37% Kooman & Associates 3Y 9.89% Your Advocates Ltd., LLP 3Y 9.37% GREAT OAK CAPITAL PARTNERS, LLC 9.25% Seaside Wealth Management, Inc. 3Y 9.04% Cravens & Co Advisors, LLC 3Y 8.67% Sensible Money, LLC 7.65% Forum Financial Management, LP 3Y 7.57%
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