Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Meritas Wealth Management, LLC
- $142 Billion
- Q2 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 37,117 shares of DFSV stock, worth $1.13 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
37,117
Previous 37,025
0.25%
Holding current value
$1.13 Million
Previous $1.11 Billion
4.15%
% of portfolio
0.75%
Previous 0.78%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
318Shares Held
81.2MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$249 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$149 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$141 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$83.3 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$76.3 Million0.78% of portfolio