Meritas Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Meritas Wealth Management, LLC
- $171 Billion
- Q1 2025
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 49,167 shares of DFEM stock, worth $1.31 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
49,167
Previous 48,375
1.64%
Holding current value
$1.31 Million
Previous $1.27 Billion
2.69%
% of portfolio
0.76%
Previous 0.76%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
428Shares Held
153MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio