Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Meritas Wealth Management, LLC
- $162 Billion
- Q3 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 95,124 shares of DIHP stock, worth $2.41 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
95,124
Previous 64,827
46.74%
Holding current value
$2.41 Million
Previous $1.71 Billion
54.43%
% of portfolio
1.63%
Previous 1.2%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$568 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$561 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$215 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$153 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$152 Million3.18% of portfolio