Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History
Meritas Wealth Management, LLC
- $162 Billion
- Q3 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 60,251 shares of DFAE stock, worth $1.6 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
60,251
Previous 61,076
1.35%
Holding current value
$1.6 Million
Previous $1.58 Billion
4.52%
% of portfolio
1.02%
Previous 1.11%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
464Shares Held
137MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$336 Million1.28% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$163 Million2.17% of portfolio
-
Ubs Group Ag5.16MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$113 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$98.3 Million0.03% of portfolio