Meritas Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 461,944 shares of DFAT stock, worth $25.3 Million. This represents 15.9% of its overall portfolio holdings.
Number of Shares
461,944
Previous 464,688
0.59%
Holding current value
$25.3 Million
Previous $24.1 Billion
6.62%
% of portfolio
15.9%
Previous 17.0%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
654Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$775 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$682 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$482 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$404 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$285 Million2.46% of portfolio