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%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.22 - $46.91 $27.4 Million - $29.7 Million	633,882 New	633,882 $27.9 Billion

Others Institutions Holding DFAT

# of Institutions

647

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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