Ownership history in Integrity Wealth Solutions LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Integrity Wealth Solutions LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 150,513 | -338 | -0.2% | 2.36% | $6.0M | $39.59 |
| 2025 Q3 | ADDED | 150,851 | +382 | +0.3% | 2.59% | $5.8M | $38.48 |
| 2025 Q2 | ADDED | 150,469 | +446 | +0.3% | 2.63% | $5.4M | $35.66 |
| 2025 Q1 | ADDED | 150,023 | +1,693 | +1.1% | 2.68% | $4.9M | $32.72 |
| 2024 Q4 | ADDED | 148,330 | +55 | +0.0% | 2.87% | $5.1M | $34.23 |
| 2024 Q3 | ADDED | 148,275 | +6 | +0.0% | 2.97% | $5.1M | $33.84 |
| 2024 Q2 | ADDED | 148,269 | +82,375 | +125.0% | 3.11% | $4.8M | $31.72 |
| 2024 Q1 | ADDED | 65,894 | +128 | +0.2% | 1.37% | $2.1M | $31.35 |
| 2023 Q4 | INITIATED | 65,766 | — | — | 1.33% | $1.9M | — |
As of 2025 Q4 — sorted by position size