Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Meritas Wealth Management, LLC

$208 Billion
Q4 2025

A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 60,455 shares of DFSV stock, worth $1.9 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

60,455

Previous 51,706 16.92%

Holding current value

$1.9 Million

Previous $1.65 Billion 20.78%

% of portfolio

0.96%

Previous 0.82%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$30.55 - $32.35 $267,281 - $283,030	8,749 Added 16.92%	60,455 $1.99 Billion
Q3 2025 Oct 14, 2025	BUY	$29.2 - $32.74 $31,857 - $35,719	1,091 Added 2.16%	51,706 $1.65 Billion
Q2 2025 Jul 18, 2025	BUY	$24.21 - $29.47 $268,343 - $326,645	11,084 Added 28.04%	50,615 $1.49 Billion
Q1 2025 Apr 16, 2025	BUY	$27.56 - $32.1 $6,393 - $7,447	232 Added 0.59%	39,531 $1.11 Billion
Q4 2024 Jan 16, 2025	BUY	$30.18 - $33.87 $65,158 - $73,125	2,159 Added 5.81%	39,299 $1.21 Billion

Q3 2024 Oct 03, 2024	BUY	$28.25 - $31.7 $649 - $729	23 Added 0.06%	37,140 $1.14 Billion
Q2 2024 Jul 24, 2024	BUY	$27.81 - $30.13 $2,558 - $2,771	92 Added 0.25%	37,117 $1.07 Billion
Q1 2024 Apr 17, 2024	SELL	$27.45 - $30.1 $7,576 - $8,307	-276 Reduced 0.74%	37,025 $1.11 Billion
Q4 2023 Jan 10, 2024	SELL	$23.61 - $29.53 $35,178 - $43,999	-1,490 Reduced 3.84%	37,301 $1.09 Billion
Q3 2023 Oct 24, 2023	BUY	$24.97 - $27.69 $1,423 - $1,578	57 Added 0.15%	38,791 $983 Million
Q2 2023 Sep 05, 2023	BUY	$23.17 - $25.7 $6,788 - $7,530	293 Added 0.76%	38,734 $995 Million
Q1 2023 Sep 05, 2023	SELL	$23.74 - $28.31 $31,146 - $37,142	-1,312 Reduced 3.3%	38,441 $958 Million
Q4 2022 Sep 05, 2023	BUY	$22.47 - $26.46 $893,249 - $1.05 Million	39,753 New	39,753 $985 Million

Others Institutions Holding DFSV

# of Institutions

499

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.

Account

Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History