Meritas Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Meritas Wealth Management, LLC

  • $166 Billion
  • Q4 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 444,733 shares of DFAT stock, worth $25.4 Million. This represents 14.89% of its overall portfolio holdings.

Number of Shares
444,733
Previous 461,944 3.73%
Holding current value
$25.4 Million
Previous $25.7 Billion 3.67%
% of portfolio
14.89%
Previous 15.9%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$54.54 - $61.04 $938,687 - $1.05 Million
-17,211 Reduced 3.73%
444,733 $24.8 Billion
Q3 2024

Oct 03, 2024
SELL
$51.0 - $57.07 $139,944 - $156,600
-2,744 Reduced 0.59%
461,944 $25.7 Billion
Q2 2024

Jul 24, 2024
SELL
$50.18 - $54.47 $359,439 - $390,168
-7,163 Reduced 1.52%
464,688 $24.1 Billion
Q1 2024

Apr 17, 2024
SELL
$49.45 - $54.43 $226,975 - $249,833
-4,590 Reduced 0.96%
471,851 $25.7 Billion
Q4 2023

Jan 10, 2024
SELL
$42.71 - $53.09 $7.03 Million - $8.73 Million
-164,520 Reduced 25.67%
476,441 $24.9 Billion
Q3 2023

Oct 24, 2023
SELL
$45.07 - $49.71 $347,354 - $383,114
-7,707 Reduced 1.19%
640,961 $29.3 Billion
Q2 2023

Sep 05, 2023
BUY
$41.44 - $46.39 $522,889 - $585,349
12,618 Added 1.98%
648,668 $30.1 Billion
Q1 2023

Sep 05, 2023
BUY
$42.38 - $49.75 $91,879 - $107,858
2,168 Added 0.34%
636,050 $28.3 Billion
Q4 2022

Sep 05, 2023
BUY
$40.24 - $46.91 $25.5 Million - $29.7 Million
633,882 New
633,882 $27.9 Billion

Others Institutions Holding DFAT

# of Institutions
672
Shares Held
157M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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