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 67,657 shares of DFAU stock, worth $2.8 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

67,657

Previous 68,627 1.41%

Holding current value

$2.8 Million

Previous $2.57 Billion 4.37%

% of portfolio

1.66%

Previous 1.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	SELL	$35.8 - $39.69 $34,726 - $38,499	-970 Reduced 1.41%	67,657 $2.69 Billion
Q2 2024 Jul 24, 2024	SELL	$34.53 - $37.67 $257,075 - $280,453	-7,445 Reduced 9.79%	68,627 $2.57 Billion
Q1 2024 Apr 17, 2024	SELL	$32.59 - $36.54 $387,462 - $434,424	-11,889 Reduced 13.52%	76,072 $2.78 Billion
Q3 2023 Oct 24, 2023	SELL	$29.79 - $32.13 $246,512 - $265,875	-8,275 Reduced 8.6%	87,961 $2.63 Billion
Q1 2023 Sep 05, 2023	SELL	$26.87 - $29.65 $175,676 - $193,851	-6,538 Reduced 6.36%	96,236 $2.77 Billion
Q4 2022 Sep 05, 2023	BUY	$25.24 - $28.83 $2.59 Million - $2.96 Million	102,774 New	102,774 $2.78 Billion

Others Institutions Holding DFAU

# of Institutions

412

Shares Held

110M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History