Meritas Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Meritas Wealth Management, LLC

$162 Billion
Q3 2024

A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 244,197 shares of DFUS stock, worth $15 Million. This represents 9.4% of its overall portfolio holdings.

Number of Shares

244,197

Previous 228,059 7.08%

Holding current value

$15 Million

Previous $13.4 Billion 13.17%

% of portfolio

9.4%

Previous 9.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$56.04 - $62.2 $904,373 - $1 Million	16,138 Added 7.08%	244,197 $15.2 Billion
Q2 2024 Jul 24, 2024	SELL	$53.83 - $59.14 $246,864 - $271,216	-4,586 Reduced 1.97%	228,059 $13.4 Billion
Q1 2024 Apr 17, 2024	BUY	$50.79 - $56.98 $391,184 - $438,859	7,702 Added 3.42%	232,645 $13.3 Billion
Q4 2023 Jan 10, 2024	SELL	$44.51 - $52.0 $59,865 - $69,940	-1,345 Reduced 0.59%	224,943 $11.7 Billion
Q3 2023 Oct 24, 2023	BUY	$46.29 - $49.87 $102,902 - $110,861	2,223 Added 0.99%	226,288 $10.5 Billion
Q2 2023 Sep 05, 2023	SELL	$43.77 - $48.16 $114,502 - $125,986	-2,616 Reduced 1.15%	224,065 $10.8 Billion
Q1 2023 Sep 05, 2023	BUY	$41.24 - $45.43 $422,380 - $465,294	10,242 Added 4.73%	226,681 $10.1 Billion
Q4 2022 Sep 05, 2023	BUY	$38.86 - $44.32 $8.41 Million - $9.59 Million	216,439 New	216,439 $9.01 Billion

Others Institutions Holding DFUS

# of Institutions

625

Shares Held

122M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Meritas Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History