Meritas Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Meritas Wealth Management, LLC
- $142 Billion
- Q2 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 464,688 shares of DFAT stock, worth $25 Million. This represents 17.0% of its overall portfolio holdings.
Number of Shares
464,688
Previous 471,851
1.52%
Holding current value
$25 Million
Previous $25.7 Billion
6.15%
% of portfolio
17.0%
Previous 17.88%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
647Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$766 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$669 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$464 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$404 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$261 Million2.47% of portfolio