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

Meritas Wealth Management, LLC

  • $166 Billion
  • Q4 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 611,107 shares of DFUV stock, worth $26.5 Million. This represents 15.04% of its overall portfolio holdings.

Number of Shares
611,107
Previous 630,676 3.1%
Holding current value
$26.5 Million
Previous $26.3 Billion 4.89%
% of portfolio
15.04%
Previous 16.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
699
Shares Held
275M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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