Meritas Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Meritas Wealth Management, LLC
- $171 Billion
- Q1 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 $279,019. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,814
Previous 4,814
-0.0%
Holding current value
$279,019
Previous $313 Million
8.19%
% of portfolio
0.17%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
805Shares Held
120MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$768 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$436 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$339 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$300 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$158 Million1.82% of portfolio