Meridian Wealth Partners, LLC Dimensional ETF Tr Transaction History

Meridian Wealth Partners, LLC

  • $564 Million
  • Q2 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 1,014,974 shares of DFAX stock, worth $27.5 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
1,014,974
Previous 1,029,699 1.43%
Holding current value
$27.5 Million
Previous $26.2 Million 1.51%
% of portfolio
4.58%
Previous 4.75%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$24.57 - $26.36 $361,793 - $388,151
-14,725 Reduced 1.43%
1,014,974 $25.8 Million
Q1 2024

May 10, 2024
SELL
$23.42 - $25.45 $676,018 - $734,614
-28,865 Reduced 2.73%
1,029,699 $26.2 Million
Q4 2023

Feb 05, 2024
SELL
$21.44 - $24.42 $431,179 - $491,110
-20,111 Reduced 1.86%
1,058,564 $25.9 Million
Q3 2023

Nov 03, 2023
SELL
$22.41 - $24.35 $362,459 - $393,836
-16,174 Reduced 1.48%
1,078,675 $24.3 Million
Q2 2023

Aug 02, 2023
SELL
$22.56 - $24.03 $450,500 - $479,855
-19,969 Reduced 1.79%
1,094,849 $25.5 Million
Q1 2023

May 04, 2023
SELL
$21.74 - $23.72 $229,378 - $250,269
-10,551 Reduced 0.94%
1,114,818 $25.7 Million
Q4 2022

Feb 14, 2023
BUY
$18.81 - $22.36 $450,706 - $535,767
23,961 Added 2.18%
1,125,369 $24.3 Million
Q3 2022

Nov 14, 2022
SELL
$18.89 - $22.64 $1.15 Million - $1.37 Million
-60,627 Reduced 5.22%
1,101,408 $20.8 Million
Q2 2022

Aug 15, 2022
BUY
$21.22 - $25.37 $175,531 - $209,860
8,272 Added 0.72%
1,162,035 $24.9 Million
Q1 2022

May 13, 2022
BUY
$23.26 - $26.72 $588,152 - $675,641
25,286 Added 2.24%
1,153,763 $28.8 Million
Q4 2021

Feb 15, 2022
SELL
$25.17 - $26.82 $767,685 - $818,010
-30,500 Reduced 2.63%
1,128,477 $29.5 Million
Q3 2021

Nov 12, 2021
BUY
$25.83 - $27.21 $29.9 Million - $31.5 Million
1,158,977 New
1,158,977 $30 Million

Others Institutions Holding DFAX

# of Institutions
495
Shares Held
218M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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