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 $1.3 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
48,375
Previous 47,774
1.26%
Holding current value
$1.3 Million
Previous $1.34 Billion
5.79%
% of portfolio
0.76%
Previous 0.83%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
415Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.3 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$438 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$159 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$138 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$127 Million3.4% of portfolio