Meritas Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Meritas Wealth Management, LLC
- $142 Billion
- Q2 2024
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 44,800 shares of DFEM stock, worth $1.21 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
44,800
Previous 43,861
2.14%
Holding current value
$1.21 Million
Previous $1.12 Billion
7.11%
% of portfolio
0.84%
Previous 0.78%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
123MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$408 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$148 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$114 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$107 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$107 Million1.18% of portfolio