Meritas Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Meritas Wealth Management, LLC

  • $162 Billion
  • Q3 2024

A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 244,197 shares of DFUS stock, worth $15.9 Million. This represents 9.4% of its overall portfolio holdings.

Number of Shares
244,197
Previous 228,059 7.08%
Holding current value
$15.9 Million
Previous $13.4 Billion 13.17%
% of portfolio
9.4%
Previous 9.46%

Shares

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

Oct 03, 2024
BUY
$56.04 - $62.2 $904,373 - $1 Million
16,138 Added 7.08%
244,197 $15.2 Billion
Q2 2024

Jul 24, 2024
SELL
$53.83 - $59.14 $246,864 - $271,216
-4,586 Reduced 1.97%
228,059 $13.4 Billion
Q1 2024

Apr 17, 2024
BUY
$50.79 - $56.98 $391,184 - $438,859
7,702 Added 3.42%
232,645 $13.3 Billion
Q4 2023

Jan 10, 2024
SELL
$44.51 - $52.0 $59,865 - $69,940
-1,345 Reduced 0.59%
224,943 $11.7 Billion
Q3 2023

Oct 24, 2023
BUY
$46.29 - $49.87 $102,902 - $110,861
2,223 Added 0.99%
226,288 $10.5 Billion
Q2 2023

Sep 05, 2023
SELL
$43.77 - $48.16 $114,502 - $125,986
-2,616 Reduced 1.15%
224,065 $10.8 Billion
Q1 2023

Sep 05, 2023
BUY
$41.24 - $45.43 $422,380 - $465,294
10,242 Added 4.73%
226,681 $10.1 Billion
Q4 2022

Sep 05, 2023
BUY
$38.86 - $44.32 $8.41 Million - $9.59 Million
216,439 New
216,439 $9.01 Billion

Others Institutions Holding DFUS

# of Institutions
645
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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