Meritas Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Meritas Wealth Management, LLC
- $182 Billion
- Q2 2025
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 4,814 shares of DFAS stock, worth $331,492. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,814
Previous 4,814
-0.0%
Holding current value
$331,492
Previous $288 Million
6.63%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
848Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$541 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$428 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$401 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$192 Million3.23% of portfolio