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 286,320 shares of DFIV stock, worth $10.4 Million. This represents 6.75% of its overall portfolio holdings.

Number of Shares
286,320
Previous 269,051 6.42%
Holding current value
$10.4 Million
Previous $9.67 Billion 12.75%
% of portfolio
6.75%
Previous 6.82%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$34.66 - $38.38 $598,543 - $662,784
17,269 Added 6.42%
286,320 $10.9 Billion
Q2 2024

Jul 24, 2024

SELL
$35.5 - $38.02 $19,596 - $20,987
-552 Reduced 0.2%
269,051 $9.67 Billion
Q1 2024

Apr 17, 2024

BUY
$33.15 - $36.75 $817,014 - $905,740
24,646 Added 10.06%
269,603 $9.91 Billion
Q4 2023

Jan 10, 2024

SELL
$30.86 - $34.46 $1.2 Million - $1.34 Million
-38,926 Reduced 13.71%
244,957 $8.42 Billion
Q3 2023

Oct 24, 2023

BUY
$32.1 - $34.42 $284,887 - $305,477
8,875 Added 3.23%
283,883 $9.26 Billion
Q2 2023

Sep 05, 2023

BUY
$31.45 - $33.77 $11,573 - $12,427
368 Added 0.13%
275,008 $9.03 Billion
Q1 2023

Sep 05, 2023

BUY
$30.43 - $33.38 $787,771 - $864,141
25,888 Added 10.41%
274,640 $8.85 Billion
Q4 2022

Sep 05, 2023

BUY
$25.88 - $31.1 $6.44 Million - $7.74 Million
248,752 New
248,752 $7.56 Billion

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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