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 189,347 shares of DISV stock, worth $5.02 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares
189,347
Previous 160,141 18.24%
Holding current value
$5.02 Million
Previous $4.31 Billion 27.71%
% of portfolio
3.4%
Previous 3.04%

Shares

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

Oct 03, 2024

BUY
$26.06 - $29.18 $761,108 - $852,231
29,206 Added 18.24%
189,347 $5.5 Billion
Q2 2024

Jul 24, 2024

BUY
$26.23 - $28.56 $120,815 - $131,547
4,606 Added 2.96%
160,141 $4.31 Billion
Q1 2024

Apr 17, 2024

BUY
$24.73 - $27.24 $771,897 - $850,242
31,213 Added 25.11%
155,535 $4.23 Billion
Q4 2023

Jan 10, 2024

BUY
$22.43 - $25.87 $577,460 - $666,023
25,745 Added 26.12%
124,322 $3.21 Billion
Q3 2023

Oct 24, 2023

BUY
$23.27 - $25.13 $347,723 - $375,517
14,943 Added 17.87%
98,577 $2.34 Billion
Q2 2023

Sep 05, 2023

BUY
$23.01 - $24.6 $30,097 - $32,176
1,308 Added 1.59%
83,634 $1.98 Billion
Q1 2023

Sep 05, 2023

SELL
$22.4 - $24.75 $14,627 - $16,161
-653 Reduced 0.79%
82,326 $1.96 Billion
Q4 2022

Sep 05, 2023

BUY
$18.45 - $22.54 $1.53 Million - $1.87 Million
82,979 New
82,979 $1.84 Billion

Others Institutions Holding DISV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Meritas Wealth Management, LLC Portfolio

Follow Meritas Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.