Meritas Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Meritas Wealth Management, LLC
- $144 Billion
- Q1 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 644,452 shares of DFUV stock, worth $25.1 Million. This represents 18.35% of its overall portfolio holdings.
Number of Shares
644,452
Previous 652,161
1.18%
Holding current value
$25.1 Million
Previous $24.3 Billion
8.59%
% of portfolio
18.35%
Previous 18.2%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio