Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History
Meritas Wealth Management, LLC
- $142 Billion
- Q2 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 61,076 shares of DFAE stock, worth $1.56 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
61,076
Previous 67,487
9.5%
Holding current value
$1.56 Million
Previous $1.67 Billion
5.29%
% of portfolio
1.11%
Previous 1.16%
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
452Shares Held
127MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$323 Million1.28% of portfolio
-
Ubs Group Ag5.16MShares$132 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$109 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$94.5 Million0.03% of portfolio
-
Foster Group, Inc.3.48MShares$88.6 Million3.68% of portfolio