Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Meritas Wealth Management, LLC
- $144 Billion
- Q1 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 55,382 shares of DIHP stock, worth $1.52 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
55,382
Previous 18,596
197.82%
Holding current value
$1.52 Million
Previous $477 Million
212.67%
% of portfolio
1.04%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
185Shares Held
80.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$407 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$401 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$166 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$160 Million12.39% of portfolio
-
Carlson Capital Management3.81MShares$104 Million7.97% of portfolio