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 286,320 shares of DFIV stock, worth $10.5 Million. This represents 6.75% of its overall portfolio holdings.
Number of Shares
286,320
Previous 269,051
6.42%
Holding current value
$10.5 Million
Previous $9.67 Billion
12.75%
% of portfolio
6.75%
Previous 6.82%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
539Shares Held
186MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$613 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$538 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$284 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio