Meridian Wealth Partners, LLC Dimensional ETF Tr Transaction History

Meridian Wealth Partners, LLC

$640 Million
Q3 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 1,005,201 shares of DFAX stock, worth $25.4 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares

1,005,201

Previous 1,014,974 0.96%

Holding current value

$25.4 Million

Previous $25.8 Million 5.23%

% of portfolio

4.24%

Previous 4.58%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$24.29 - $27.25 $237,386 - $266,314	-9,773 Reduced 0.96%	1,005,201 $27.2 Million
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

513

Shares Held

221M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Meridian Wealth Partners, LLC Dimensional ETF Tr Transaction History