Meritas Wealth Management, LLC Dimensional ETF Tr Dimen Emrgn Transaction History
Meritas Wealth Management, LLC
- $144 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding DFSE
# of Institutions
93Shares Held
4.87MCall Options Held
0Put Options Held
0-
Quantum Financial Advisors, LLC Manhattan Beach, CA547KShares$00.0% of portfolio
-
Awm Capital, LLC536KShares$00.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA430KShares$02.39% of portfolio
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Forum Financial Management, LP Lombard, IL331KShares$00.0% of portfolio
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Five Oceans Advisors326KShares$00.0% of portfolio