Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History

Meritas Wealth Management, LLC

  • $162 Billion
  • Q3 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 60,251 shares of DFAE stock, worth $1.56 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
60,251
Previous 61,076 1.35%
Holding current value
$1.56 Million
Previous $1.58 Billion 4.52%
% of portfolio
1.02%
Previous 1.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
SELL
$24.46 - $27.82 $20,179 - $22,951
-825 Reduced 1.35%
60,251 $1.65 Billion
Q2 2024

Jul 24, 2024
SELL
$24.03 - $26.3 $154,056 - $168,609
-6,411 Reduced 9.5%
61,076 $1.58 Billion
Q1 2024

Apr 17, 2024
BUY
$22.74 - $24.88 $727 - $796
32 Added 0.05%
67,487 $1.67 Billion
Q1 2023

Sep 05, 2023
BUY
$21.78 - $24.36 $60,635 - $67,818
2,784 Added 4.3%
67,455 $1.55 Billion
Q4 2022

Sep 05, 2023
BUY
$19.67 - $22.73 $1.27 Million - $1.47 Million
64,671 New
64,671 $1.42 Billion

Others Institutions Holding DFAE

# of Institutions
474
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Meritas Wealth Management, LLC Portfolio

Follow Meritas Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email