Meritas Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Meritas Wealth Management, LLC
- $166 Billion
- Q4 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 48,375 shares of DFEM stock, worth $1.26 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
48,375
Previous 47,774
1.26%
Holding current value
$1.26 Million
Previous $1.34 Billion
5.79%
% of portfolio
0.76%
Previous 0.83%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
366Shares Held
1.15BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$407 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$104 Million0.16% of portfolio