Meridian Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Meridian Wealth Management, LLC
- $2 Billion
- Q3 2024
A detailed history of Meridian Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 141,350 shares of DFAC stock, worth $5 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
141,350
Previous 141,873
0.37%
Holding current value
$5 Million
Previous $4.57 Million
5.97%
% of portfolio
0.24%
Previous 0.56%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio