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 40,093 shares of DFAI stock, worth $1.19 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
40,093
Previous 41,195
2.68%
Holding current value
$1.19 Million
Previous $1.22 Billion
4.25%
% of portfolio
0.79%
Previous 0.86%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio