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 155,535 shares of DISV stock, worth $4.29 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

155,535

Previous 124,322 25.11%

Holding current value

$4.29 Million

Previous $3.21 Billion 31.92%

% of portfolio

2.94%

Previous 2.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$24.73 - $27.24 $771,897 - $850,242	31,213 Added 25.11%	155,535 $4.23 Billion
Q4 2023 Jan 10, 2024	BUY	$22.43 - $25.87 $577,460 - $666,023	25,745 Added 26.12%	124,322 $3.21 Billion
Q3 2023 Oct 24, 2023	BUY	$23.27 - $25.13 $347,723 - $375,517	14,943 Added 17.87%	98,577 $2.34 Billion
Q2 2023 Sep 05, 2023	BUY	$23.01 - $24.6 $30,097 - $32,176	1,308 Added 1.59%	83,634 $1.98 Billion
Q1 2023 Sep 05, 2023	SELL	$22.4 - $24.75 $14,627 - $16,161	-653 Reduced 0.79%	82,326 $1.96 Billion

Q4 2022 Sep 05, 2023	BUY	$20.21 - $22.54 $1.68 Million - $1.87 Million	82,979 New	82,979 $1.84 Billion

Others Institutions Holding DISV

# of Institutions

247

Shares Held

53.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History