Meritas Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Meritas Wealth Management, LLC
- $162 Billion
- Q3 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 630,676 shares of DFUV stock, worth $26.1 Million. This represents 16.27% of its overall portfolio holdings.
Number of Shares
630,676
Previous 626,043
0.74%
Holding current value
$26.1 Million
Previous $24.6 Billion
6.95%
% of portfolio
16.27%
Previous 17.34%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
631Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.5MShares$767 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio