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
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$74.2 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$54 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.3 Million11.83% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.2 Million3.67% of portfolio
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Savant Capital, LLC1.4MShares$35.1 Million0.3% of portfolio