Meritas Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Meritas Wealth Management, LLC

$171 Billion
Q1 2025

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 599,378 shares of DFUV stock, worth $23.6 Million. This represents 14.49% of its overall portfolio holdings.

Number of Shares

599,378

Previous 611,107 1.92%

Holding current value

$23.6 Million

Previous $25 Billion 1.22%

% of portfolio

14.49%

Previous 15.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$39.96 - $43.3 $468,690 - $507,865	-11,729 Reduced 1.92%	599,378 $24.7 Billion
Q4 2024 Jan 16, 2025	SELL	$40.38 - $44.35 $790,196 - $867,885	-19,569 Reduced 3.1%	611,107 $25 Billion
Q3 2024 Oct 03, 2024	BUY	$38.51 - $41.69 $178,416 - $193,149	4,633 Added 0.74%	630,676 $26.3 Billion
Q2 2024 Jul 24, 2024	SELL	$38.53 - $40.76 $709,298 - $750,350	-18,409 Reduced 2.86%	626,043 $24.6 Billion
Q1 2024 Apr 17, 2024	SELL	$36.22 - $40.9 $279,219 - $315,298	-7,709 Reduced 1.18%	644,452 $26.4 Billion
Q4 2023 Jan 10, 2024	SELL	$31.85 - $37.39 $6.91 Million - $8.12 Million	-217,096 Reduced 24.97%	652,161 $24.3 Billion
Q3 2023 Oct 24, 2023	SELL	$33.83 - $36.19 $183,189 - $195,968	-5,415 Reduced 0.62%	869,257 $29.6 Billion
Q2 2023 Sep 05, 2023	BUY	$32.32 - $34.5 $237,422 - $253,437	7,346 Added 0.85%	874,672 $30.2 Billion
Q1 2023 Sep 05, 2023	BUY	$31.9 - $35.83 $141,125 - $158,511	4,424 Added 0.51%	867,326 $29 Billion
Q4 2022 Sep 05, 2023	BUY	$30.23 - $35.36 $26.1 Million - $30.5 Million	862,902 New	862,902 $28.9 Billion

Others Institutions Holding DFUV

# of Institutions

727

Shares Held

273M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.

Account

Meritas Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History