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 (DFAR). 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 | 195,054 | +20,330 | +11.6% | 1.77% | $4.5M | $22.90 |
| 2025 Q3 | ADDED | 174,724 | +11,266 | +6.9% | 1.86% | $4.2M | $23.46 |
| 2025 Q2 | ADDED | 163,458 | +14,951 | +10.1% | 1.87% | $3.8M | $22.94 |
| 2025 Q1 | ADDED | 148,507 | +13,182 | +9.7% | 1.91% | $3.5M | $23.11 |
| 2024 Q4 | ADDED | 135,325 | +18,241 | +15.6% | 1.76% | $3.1M | $22.60 |
| 2024 Q3 | ADDED | 117,084 | +9,945 | +9.3% | 1.75% | $3.0M | $24.54 |
| 2024 Q2 | ADDED | 107,139 | +4,774 | +4.7% | 1.54% | $2.4M | $21.04 |
| 2024 Q1 | ADDED | 102,365 | +3,186 | +3.2% | 1.50% | $2.3M | $21.15 |
| 2023 Q4 | INITIATED | 99,179 | — | — | 1.56% | $2.3M | — |
As of 2025 Q4 — sorted by position size