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 (DFIS). 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 | 147,789 | +7,224 | +5.1% | 1.93% | $4.9M | $32.94 |
| 2025 Q3 | ADDED | 140,565 | +6,462 | +4.8% | 1.98% | $4.4M | $31.48 |
| 2025 Q2 | ADDED | 134,103 | +3,827 | +2.9% | 1.95% | $4.0M | $29.60 |
| 2025 Q1 | ADDED | 130,276 | +5,712 | +4.6% | 1.82% | $3.4M | $25.24 |
| 2024 Q4 | REDUCED | 124,564 | -56 | -0.0% | 1.71% | $3.1M | $23.96 |
| 2024 Q3 | ADDED | 124,620 | +21,639 | +21.0% | 1.95% | $3.3M | $26.01 |
| 2024 Q2 | ADDED | 102,981 | +14,446 | +16.3% | 1.65% | $2.5M | $23.80 |
| 2024 Q1 | ADDED | 88,535 | +10,008 | +12.7% | 1.45% | $2.2M | $23.95 |
| 2023 Q4 | INITIATED | 78,527 | — | — | 1.31% | $1.9M | — |
As of 2025 Q4 — sorted by position size