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 41,195 shares of DFAI stock, worth $1.27 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
41,195
Previous 44,926
8.3%
Holding current value
$1.27 Million
Previous $1.36 Billion
9.97%
% of portfolio
0.86%
Previous 0.95%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
519Shares Held
158MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$192 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$169 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$158 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$131 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$128 Million0.22% of portfolio