Meridian Wealth Partners, LLC Dimensional ETF Tr U S Equity Transaction History
Meridian Wealth Partners, LLC
- $640 Million
- Q3 2024
A detailed history of Meridian Wealth Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 4,496 shares of DFUS stock, worth $297,500. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,496
Previous 4,496
-0.0%
Holding current value
$297,500
Previous $264,000
5.68%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
659Shares Held
136MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$579 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$527 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$388 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$328 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$273 Million0.08% of portfolio