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

Meritas Wealth Management, LLC

$162 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAT

# of Institutions

654

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$775 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$682 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$482 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$404 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$285 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.