Meridian Wealth Partners, LLC Dimensional ETF Tr Transaction History

Meridian Wealth Partners, LLC

$552 Million
Q1 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 1,900,627 shares of DFAU stock, worth $71.3 Million. This represents 12.59% of its overall portfolio holdings.

Number of Shares

1,900,627

Previous 1,874,439 1.4%

Holding current value

$71.3 Million

Previous $62.3 Million 11.43%

% of portfolio

12.59%

Previous 11.96%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$32.59 - $36.54 $853,466 - $956,909	26,188 Added 1.4%	1,900,627 $69.4 Million
Q4 2023 Feb 05, 2024	SELL	$28.58 - $33.37 $707,497 - $826,074	-24,755 Reduced 1.3%	1,874,439 $62.3 Million
Q3 2023 Nov 03, 2023	BUY	$29.79 - $32.13 $907,016 - $978,262	30,447 Added 1.63%	1,899,194 $56.9 Million
Q2 2023 Aug 02, 2023	BUY	$28.25 - $30.99 $1.54 Million - $1.69 Million	54,522 Added 3.01%	1,868,747 $57.9 Million
Q1 2023 May 04, 2023	BUY	$26.87 - $29.65 $372,552 - $411,097	13,865 Added 0.77%	1,814,225 $52.2 Million

Q4 2022 Feb 14, 2023	BUY	$26.42 - $28.83 $1.72 Million - $1.87 Million	64,950 Added 3.74%	1,800,360 $48.6 Million
Q3 2022 Nov 14, 2022	SELL	$25.77 - $30.14 $21.2 Million - $24.8 Million	-821,351 Reduced 32.12%	1,735,410 $43.6 Million
Q2 2022 Aug 15, 2022	BUY	$25.69 - $31.79 $914,718 - $1.13 Million	35,606 Added 1.41%	2,556,761 $67.6 Million
Q1 2022 May 13, 2022	BUY	$29.18 - $33.24 $1.83 Million - $2.09 Million	62,837 Added 2.56%	2,521,155 $79.5 Million
Q4 2021 Feb 15, 2022	SELL	$30.17 - $33.15 $50,595 - $55,592	-1,677 Reduced 0.07%	2,458,318 $81.1 Million
Q3 2021 Nov 12, 2021	BUY	$29.64 - $31.67 $197,876 - $211,428	6,676 Added 0.27%	2,459,995 $74.1 Million
Q2 2021 Aug 12, 2021	BUY	$28.46 - $30.21 $153,314 - $162,741	5,387 Added 0.22%	2,453,319 $74.1 Million
Q1 2021 May 17, 2021	BUY	$25.91 - $28.38 $63.4 Million - $69.5 Million	2,447,932 New	2,447,932 $69 Million

Others Institutions Holding DFAU

# of Institutions

386

Shares Held

95.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Meridian Wealth Partners, LLC Dimensional ETF Tr Transaction History