Merit Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Merit Financial Group, LLC
- $9.62 Billion
- Q3 2025
A detailed history of Merit Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Merit Financial Group, LLC holds 9,995 shares of DFIS stock, worth $317,041. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,995
Previous 9,990
0.05%
Holding current value
$317,041
Previous $298,000
6.04%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
274Shares Held
86.2MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$593 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$396 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$106 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$90.6 Million1.31% of portfolio