Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History
Meritas Wealth Management, LLC
- $144 Billion
- Q1 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 44,926 shares of DFAI stock, worth $1.39 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
44,926
Previous 50,662
11.32%
Holding current value
$1.39 Million
Previous $1.45 Billion
6.43%
% of portfolio
0.95%
Previous 1.09%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
495Shares Held
137MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.09MShares$188 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$163 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$145 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$119 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$103 Million15.43% of portfolio