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 40,093 shares of DFAI stock, worth $1.21 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
40,093
Previous 41,195
2.68%
Holding current value
$1.21 Million
Previous $1.22 Billion
4.25%
% of portfolio
0.79%
Previous 0.86%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
528Shares Held
164MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$189 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$165 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$155 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$125 Million0.22% of portfolio