Ownership history in Integrity Wealth Solutions LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Integrity Wealth Solutions LLC outperformed the S&P 500 by +2.6% annually on this DFIS position. Timing score: 57% (4/7 decisions correct). Average cost basis: $26.62. Maximum drawdown during holding period: β7.9%.
β
Outperformed SPY on this position by 2.6% ann.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $23.80 (2024 Q2) Β· Worst: $32.94 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Integrity Wealth Solutions LLC has been actively increasing its DFIS allocation β a bullish signal from insiders.
Currently 1.93% 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.
As of 2025 Q4 β sorted by position size