Meridian Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Meridian Wealth Partners, LLC
- $657 Million
- Q4 2024
A detailed history of Meridian Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 36,901 shares of DFAS stock, worth $2.38 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
36,901
Previous 34,072
8.3%
Holding current value
$2.38 Million
Previous $2.21 Million
8.69%
% of portfolio
0.37%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
774Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$853 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$484 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$421 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio