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 (DFAE). 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 | ADDED | 186,294 | +7,481 | +4.2% | 2.40% | $6.1M | $32.57 |
| 2025 Q3 | ADDED | 178,813 | +3,748 | +2.1% | 2.51% | $5.6M | $31.33 |
| 2025 Q2 | ADDED | 175,065 | +332 | +0.2% | 2.47% | $5.1M | $28.56 |
| 2025 Q1 | ADDED | 174,733 | +5,783 | +3.4% | 2.45% | $4.5M | $25.33 |
| 2024 Q4 | ADDED | 168,950 | +6,840 | +4.2% | 2.40% | $4.3M | $24.77 |
| 2024 Q3 | ADDED | 162,110 | +8,436 | +5.5% | 2.59% | $4.4M | $26.61 |
| 2024 Q2 | ADDED | 153,674 | +2,692 | +1.8% | 2.59% | $4.0M | $24.89 |
| 2024 Q1 | ADDED | 150,982 | +1,030 | +0.7% | 2.44% | $3.7M | $23.62 |
| 2023 Q4 | INITIATED | 149,952 | — | — | 2.50% | $3.6M | — |
As of 2025 Q4 — sorted by position size