Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History
Meritas Wealth Management, LLC
- $162 Billion
- Q3 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 67,657 shares of DFAU stock, worth $2.66 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
67,657
Previous 68,627
1.41%
Holding current value
$2.66 Million
Previous $2.57 Billion
4.37%
% of portfolio
1.66%
Previous 1.81%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio