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 1,906,433 shares of DFAU stock, worth $75.4 Million. This represents 12.68% of its overall portfolio holdings.
Number of Shares
1,906,433
Previous 1,900,627
0.31%
Holding current value
$75.4 Million
Previous $69.4 Million
2.91%
% of portfolio
12.68%
Previous 12.59%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio