Meredith Wealth Planning Incresed Positions in Q3 2025

Meredith Wealth Planning

  • $316 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
17.5K
+ 3.09%
$90.37 - $102.12 $1.58M - $1.79M
583K $58B
American Centy ETF Tr
32.9K
+ 7.78%
N/A
455K $32B
DUHP
Dimensional ETF Tr Dimensional

ETFs
51.9K
+ 6.29%
$35.76 - $37.93 $1.85M - $1.97M
876K $33.1B
NVDA
Nvidia Corp

Technology
15.1K
+ 305.29%
$153.3 - $186.58 $2.32M - $2.82M
20.1K $3.75B
AVGE
American Centy ETF Tr Avantis
13.7K
+ 9.32%
N/A
161K $13.4B
DFSD
Dimensional ETF Tr Short Durat

ETFs
34.8K
+ 54.5%
$47.86 - $48.43 $1.67M - $1.69M
98.7K $4.75B
AVUS
American Centy ETF Tr Avantis

ETFs
9.17K
+ 11.1%
$101.2 - $109.16 $928K - $1M
91.8K $9.98B
DIHP
Dimensional ETF Tr Dimensional

ETFs
38.4K
+ 8.82%
$28.69 - $30.59 $1.1M - $1.17M
474K $14.4B
AVES
American Centy ETF Tr Avantis

ETFs
6.91K
+ 2.55%
$53.51 - $57.96 $370K - $401K
278K $16B
Dimensional ETF Trust
21.3K
+ 29.85%
N/A
92.8K $5.16B
Dimensional ETF Trust
11K
+ 28.39%
N/A
49.7K $2.76B
AAPL
Apple Inc.

Technology
503
+ 5.14%
$202.38 - $256.87 $102K - $129K
10.3K $2.62B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
11.6K
+ 149.52%
$47.18 - $48.17 $548K - $560K
19.4K $931M
AVDE
American Centy ETF Tr Avantis

ETFs
4.51K
+ 12.39%
$73.24 - $79.04 $330K - $356K
40.9K $3.23B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
500
+ 10.8%
$567.77 - $614.76 $284K - $307K
5.13K $3.14B
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
3.84K
+ 4.01%
$27.85 - $30.91 $107K - $119K
99.6K $3.04B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
159
+ 0.52%
$79.39 - $90.39 $12.6K - $14.4K
30.6K $2.71B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.29K
+ 3.9%
$48.5 - $50.19 $62.7K - $64.8K
34.4K $1.72B
AMZN
Amazon Com Inc

Consumer Cyclical
400
+ 6.83%
$211.65 - $238.24 $84.7K - $95.3K
6.26K $1.37B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
332
+ 1.41%
$36.04 - $38.78 $12K - $12.9K
23.9K $922M
DFAX
Dimensional ETF Tr
361
+ 1.42%
$29.25 - $31.56 $10.6K - $11.4K
25.8K $811M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6
+ 0.05%
$68.24 - $73.73 $409 - $442
12K $885M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.21%
$656.44 - $753.15 $656 - $753
472 $352M
DFSV
Dimensional ETF Tr Dimensional

ETFs
66
+ 0.45%
$29.2 - $32.74 $1.93K - $2.16K
14.9K $474M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.21%
$620.67 - $670.08 $621 - $670
469 $314M
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 1.64%
$291.67 - $316.99 $5.54K - $6.02K
1.18K $357M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 2.18%
$459.11 - $506.91 $5.51K - $6.08K
563 $283M
AVIG
American Centy ETF Tr Avantis

ETFs
61
+ 1.08%
$41.02 - $42.32 $2.5K - $2.58K
5.72K $241M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
174
+ 1.06%
$25.09 - $25.19 $4.37K - $4.38K
16.6K $418M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
127
+ 1.09%
$24.14 - $24.34 $3.07K - $3.09K
11.8K $287M
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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