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 $10.4 Million. This represents 6.75% of its overall portfolio holdings.

Number of Shares

286,320

Previous 269,051 6.42%

Holding current value

$10.4 Million

Previous $9.67 Billion 12.75%

% of portfolio

6.75%

Previous 6.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$34.66 - $38.38 $598,543 - $662,784	17,269 Added 6.42%	286,320 $10.9 Billion
Q2 2024 Jul 24, 2024	SELL	$35.5 - $38.02 $19,596 - $20,987	-552 Reduced 0.2%	269,051 $9.67 Billion
Q1 2024 Apr 17, 2024	BUY	$33.15 - $36.75 $817,014 - $905,740	24,646 Added 10.06%	269,603 $9.91 Billion
Q4 2023 Jan 10, 2024	SELL	$30.86 - $34.46 $1.2 Million - $1.34 Million	-38,926 Reduced 13.71%	244,957 $8.42 Billion
Q3 2023 Oct 24, 2023	BUY	$32.1 - $34.42 $284,887 - $305,477	8,875 Added 3.23%	283,883 $9.26 Billion
Q2 2023 Sep 05, 2023	BUY	$31.45 - $33.77 $11,573 - $12,427	368 Added 0.13%	275,008 $9.03 Billion
Q1 2023 Sep 05, 2023	BUY	$30.43 - $33.38 $787,771 - $864,141	25,888 Added 10.41%	274,640 $8.85 Billion
Q4 2022 Sep 05, 2023	BUY	$25.88 - $31.1 $6.44 Million - $7.74 Million	248,752 New	248,752 $7.56 Billion

Others Institutions Holding DFIV

# of Institutions

558

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.

Account

Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History