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 $27.5 Million. This represents 16.27% of its overall portfolio holdings.
Number of Shares
630,676
Previous 626,043
0.74%
Holding current value
$27.5 Million
Previous $24.6 Billion
6.95%
% of portfolio
16.27%
Previous 17.34%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.54 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.44 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$807 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$629 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$474 Million0.65% of portfolio