Meredith Wealth Planning Purchases in Q2 2025

Meredith Wealth Planning

  • $275 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
86.1K
+ 17.95%
$75.17 - $91.21 $6.47M - $7.85M
566K $51.5B
AVDV
American Centy ETF Tr Avantis

ETFs
25.1K
+ 8.23%
$61.76 - $79.32 $1.55M - $1.99M
331K $26.2B
AVGE
American Centy ETF Tr Avantis
45.7K
+ 45.11%
N/A
147K $11.4B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.14K
+ 4.98%
$180.84 - $240.32 $748K - $994K
87.2K $20.9B
DUHP
Dimensional ETF Tr Dimensional

ETFs
63.9K
+ 8.41%
$29.36 - $35.56 $1.88M - $2.27M
825K $29.3B
American Centy ETF Tr
27K
+ 6.83%
N/A
422K $27.5B
AVES
American Centy ETF Tr Avantis

ETFs
35.2K
+ 14.89%
$42.02 - $53.63 $1.48M - $1.89M
271K $14.5B
AVUS
American Centy ETF Tr Avantis

ETFs
15.5K
+ 23.04%
$81.38 - $100.82 $1.26M - $1.56M
82.7K $8.33B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
9.04K
+ 3.95%
$36.01 - $45.69 $326K - $413K
238K $10.9B
DIHP
Dimensional ETF Tr Dimensional

ETFs
10.8K
+ 2.55%
$24.32 - $29.74 $263K - $322K
435K $12.8B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23.6K
New
$29.12 - $35.84 $687K - $845K
23.6K $845M
DFAX
Dimensional ETF Tr
25.5K
New
$23.37 - $29.39 $595K - $749K
25.5K $748M
AVDE
American Centy ETF Tr Avantis

ETFs
5.15K
+ 16.48%
$59.32 - $74.36 $306K - $383K
36.4K $2.69B
VTI
Vanguard Total Stock Market Et

ETFs
830
+ 9.14%
$243.75 - $303.93 $202K - $252K
9.91K $3.01B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.41K
+ 21.64%
$67.03 - $80.35 $362K - $435K
30.4K $2.42B
Dimensional ETF Trust
7.22K
+ 11.24%
N/A
71.5K $3.89B
DFIV
Dimensional ETF Tr

ETFs
10.8K
New
$34.67 - $43.21 $373K - $465K
10.8K $461M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
7.35K
+ 8.31%
$22.25 - $28.0 $164K - $206K
95.8K $2.68B
DFSV
Dimensional ETF Tr Dimensional

ETFs
14.8K
New
$24.21 - $29.47 $359K - $437K
14.8K $436M
WMT
Walmart Inc.

Consumer Defensive
3.93K
+ 149.51%
$81.79 - $99.98 $321K - $393K
6.56K $641M
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.2K
New
$23.55 - $27.67 $311K - $366K
13.2K $366M
Dimensional ETF Trust
6.4K
+ 33.03%
N/A
25.8K $1.31B
META
Meta Platforms, Inc.

Communication Services
8
+ 0.43%
$484.66 - $738.09 $3.88K - $5.9K
1.88K $1.38B
MSFT
Microsoft Corp

Technology
10
+ 0.42%
$354.56 - $497.45 $3.55K - $4.97K
2.41K $1.2B
VBR
Vanguard Small Cap Value ETF

ETFs
1.48K
New
$162.76 - $195.77 $240K - $289K
1.48K $288M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.96K
+ 20.0%
$44.8 - $53.97 $177K - $214K
23.8K $1.28B
NVDA
Nvidia Corp

Technology
125
+ 2.59%
$94.31 - $157.99 $11.8K - $19.7K
4.96K $783M
Dimensional ETF Trust
3.99K
+ 11.48%
N/A
38.7K $2.1B
RIOT
Riot Blockchain, Inc.

Technology
20K
New
$6.29 - $11.3 $126K - $226K
20K $226M
AVGO
Broadcom Inc.

Technology
819
New
$146.29 - $275.65 $120K - $226K
819 $226M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.27K
New
$141.87 - $164.49 $180K - $208K
1.27K $208M
DE
Deere & CO

Industrials
400
New
$412.99 - $531.48 $165K - $213K
400 $203M
ETN
Eaton Corp PLC

Industrials
561
New
$246.52 - $356.99 $138K - $200K
561 $200M
AMZN
Amazon Com Inc

Consumer Cyclical
110
+ 1.91%
$167.32 - $223.3 $18.4K - $24.6K
5.86K $1.29B
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.14K
+ 5.18%
$47.09 - $48.01 $148K - $151K
63.9K $3.07B
GOOGL
Alphabet Inc.

Communication Services
6
+ 0.07%
$144.7 - $178.6 $868 - $1.07K
8.21K $1.45B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
313
+ 2.67%
$55.54 - $69.09 $17.4K - $21.6K
12K $832M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
9
+ 0.6%
$179.95 - $278.88 $1.62K - $2.51K
1.51K $420M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.29K
+ 19.8%
$46.77 - $47.89 $60.1K - $61.5K
7.78K $369M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
171
+ 1.63%
$39.89 - $49.46 $6.82K - $8.46K
10.6K $527M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
123
+ 0.44%
$37.28 - $45.23 $4.59K - $5.56K
27.8K $1.22B
IEMG
Ishares Inc

ETFs
70
+ 1.21%
N/A
5.84K $350M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.43%
$498.8 - $620.9 $998 - $1.24K
468 $290M
IJS
Ishares S&P Smallcap 600 Value

ETFs
15
+ 0.27%
$83.54 - $100.04 $1.25K - $1.5K
5.58K $555M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
168
+ 1.03%
$25.04 - $25.18 $4.21K - $4.23K
16.4K $413M
AVIG
American Centy ETF Tr Avantis

ETFs
64
+ 1.14%
$40.41 - $41.62 $2.59K - $2.66K
5.66K $235M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24
+ 4.55%
$483.48 - $539.8 $11.6K - $13K
551 $268M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.09%
$285.55 - $321.23 $286 - $321
1.16K $338M
AAPL
Apple Inc.

Technology
31
+ 0.32%
$172.42 - $223.89 $5.35K - $6.94K
9.79K $2.01B
Activity Summary
Buys All Purchases 50 New Holdings 11 Increased Positions 39 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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