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 40,093 shares of DFAI stock, worth $1.25 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
40,093
Previous 40,093 -0.0%
Holding current value
$1.25 Million
Previous $1.27 Billion 8.12%
% of portfolio
0.7%
Previous 0.79%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
SELL
$28.69 - $32.06 $31,616 - $35,330
-1,102 Reduced 2.68%
40,093 $1.27 Billion
Q2 2024

Jul 24, 2024
SELL
$28.93 - $30.91 $107,937 - $115,325
-3,731 Reduced 8.3%
41,195 $1.22 Billion
Q1 2024

Apr 17, 2024
SELL
$27.74 - $30.27 $159,116 - $173,628
-5,736 Reduced 11.32%
44,926 $1.36 Billion
Q2 2023

Sep 05, 2023
SELL
$26.46 - $28.05 $926 - $981
-35 Reduced 0.07%
50,662 $1.38 Billion
Q1 2023

Sep 05, 2023
SELL
$25.21 - $27.45 $167,596 - $182,487
-6,648 Reduced 11.59%
50,697 $1.37 Billion
Q4 2022

Sep 05, 2023
BUY
$21.47 - $25.85 $1.23 Million - $1.48 Million
57,345 New
57,345 $1.44 Billion

Others Institutions Holding DFAI

# of Institutions
602
Shares Held
229M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Meritas Wealth Management, LLC Portfolio

Follow Meritas Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email