Ownership history in Integris Wealth Management, LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which Integris Wealth Management, LLC reported a position in DIMENSIONAL ETF TRUST (DISV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Integris Wealth Management, LLC outperformed the S&P 500 by +3.6% annually on this DISV position. Timing score: 75% (6/8 decisions correct). Average cost basis: $27.98. Maximum drawdown during holding period: β8.0%.
β
Outperformed SPY on this position by 3.6% ann.
8 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 8 add/trim decisions correct
Best entry: $24.35 (2023 Q4) Β· Worst: $38.00 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Integris Wealth Management, LLC has been actively increasing its DISV allocation β a bullish signal from insiders.
Currently 5.57% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.