Meritas Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Meritas Wealth Management, LLC
- $162 Billion
- Q3 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 4,814 shares of DFAS stock, worth $318,879. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,814
Previous 4,814
-0.0%
Holding current value
$318,879
Previous $289 Million
7.96%
% of portfolio
0.19%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$743 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$464 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$441 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$325 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$180 Million1.82% of portfolio