Meredith Wealth Planning Purchases and Sells in Q2 2024

Meredith Wealth Planning

$191 Billion
Q2 2024

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	85K + 14.69%	$29.72 - $32.4 $2.53M - $2.76M	664K $21.2B
AMERICAN CENTY ETF TR	55.7K + 19.32%	N/A	344K $20.3B
DIMENSIONAL ETF TRUST	28.6K + 704.86%	N/A	32.7K $1.73B
DIHP	38.9K + 13.01%	$25.66 - $27.34 $999K - $1.06M	338K $8.91B
DFSD	13.8K + 33.53%	$46.64 - $47.15 $643K - $650K	54.9K $2.58B
DFCF	14.6K + 8.31%	$40.79 - $41.97 $594K - $611K	190K $7.89B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	1.34K New	$322.46 - $377.11 $432K - $506K	1.34K $502M
VEA	4.76K New	$47.83 - $51.21 $228K - $244K	4.76K $235M
DFNM	4.81K New	$47.4 - $48.0 $228K - $231K	4.81K $230M
VXUS	3.76K New	$57.86 - $62.21 $217K - $234K	3.76K $227M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IMTM	-90 - 0.04%	$37.21 - $39.92 $3.35K - $3.59K	222K $8.57B
VWO	-2.43K - 16.92%	$40.83 - $44.89 $99.1K - $109K	11.9K $521M
VCSH	-959 - 4.53%	$76.35 - $77.35 $73.2K - $74.2K	20.2K $1.56B
DFAT	-21 - 0.11%	$50.18 - $54.47 $1.05K - $1.14K	19.7K $1.02B
AVIG	-737 - 11.89%	$39.99 - $41.15 $29.5K - $30.3K	5.46K $223M
MCD	-6 - 0.52%	$249.37 - $280.22 $1.5K - $1.68K	1.15K $293M

Activity Summary All Purchases 29 New Holdings 4 Increased Positions 25 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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