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 189,347 shares of DISV stock, worth $5.1 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
189,347
Previous 160,141
18.24%
Holding current value
$5.1 Million
Previous $4.31 Billion
27.71%
% of portfolio
3.4%
Previous 3.04%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$231 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.3 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.4 Million1.2% of portfolio