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 $1.42 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
53,843
Previous 60,251
10.64%
Holding current value
$1.42 Million
Previous $1.65 Billion
17.29%
% of portfolio
0.82%
Previous 1.02%
Shares
6 transactions
Others Institutions Holding DFAE
# of Institutions
526Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$411 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$335 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$236 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$121 Million0.01% of portfolio