Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History
Meritas Wealth Management, LLC
- $166 Billion
- Q4 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 53,843 shares of DFAE stock, worth $1.38 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
53,843
Previous 60,251
10.64%
Holding current value
$1.38 Million
Previous $1.65 Billion
17.29%
% of portfolio
0.82%
Previous 1.02%
Shares
6 transactions
Others Institutions Holding DFAE
# of Institutions
475Shares Held
142MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$325 Million1.32% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$157 Million2.17% of portfolio
-
Ubs Group Ag5.26MShares$135 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$116 Million0.01% of portfolio
-
Foster Group, Inc.3.55MShares$91.1 Million3.58% of portfolio