Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Meritas Wealth Management, LLC
- $162 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.8 Million5.23% of portfolio
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High Tower Advisors, LLC Chicago, IL2.2MShares$55 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.2 Million12.28% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$33.2 Million2.99% of portfolio