Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Meritas Wealth Management, LLC
- $142 Billion
- Q2 2024
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 64,827 shares of DIHP stock, worth $1.76 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
64,827
Previous 55,382
17.05%
Holding current value
$1.76 Million
Previous $1.49 Billion
14.36%
% of portfolio
1.2%
Previous 1.04%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
198Shares Held
92.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$476 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$472 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$161 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$157 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$104 Million7.97% of portfolio