Meritas Wealth Management, LLC Purchases in Q3 2024

Meritas Wealth Management, LLC

  • $162 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
22K
+ 21.54%
$88.24 - $99.7 $1.94M - $2.19M
124K $11.9B
AVLV
American Centy ETF Tr Avantis
32.6K
+ 53.39%
$60.05 - $65.83 $1.96M - $2.15M
93.6K $6.16B
DFUS
Dimensional ETF Tr U S Equity

ETFs
16.1K
+ 7.08%
$56.04 - $62.2 $904K - $1M
244K $15.2B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.63K
+ 0.74%
$38.51 - $41.69 $178K - $193K
631K $26.3B
DFIV
Dimensional ETF Tr

ETFs
17.3K
+ 6.42%
$34.66 - $38.38 $599K - $663K
286K $10.9B
DISV
Dimensional ETF Tr Dimensional

ETFs
29.2K
+ 18.24%
$26.06 - $29.18 $761K - $852K
189K $5.5B
AAPL
Apple Inc.

Technology
273
+ 0.66%
$207.23 - $234.82 $56.6K - $64.1K
41.9K $9.75B
DIHP
Dimensional ETF Tr Dimensional

ETFs
30.3K
+ 46.74%
$25.23 - $27.94 $764K - $846K
95.1K $2.63B
Manager Directed Portfolios
21.5K
+ 16.09%
N/A
155K $1.72B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.76K
+ 6.35%
$48.06 - $49.39 $277K - $284K
96.3K $4.75B
DFSI
Dimensional ETF Tr Dimen Intl
8.96K
New
N/A
8.96K $320M
DFSU
Dimensional ETF Tr Dimen Us Su
6.22K
+ 89.32%
N/A
13.2K $490M
FTNT
Fortinet, Inc.

Technology
2.73K
New
$55.39 - $77.55 $151K - $212K
2.73K $212M
AVDV
American Centy ETF Tr Avantis

ETFs
2.86K
New
$62.52 - $71.12 $179K - $203K
2.86K $202M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.97K
+ 6.64%
$25.21 - $28.46 $75K - $84.6K
47.8K $1.34B
WMT
Walmart Inc.

Consumer Defensive
300
+ 4.44%
$66.91 - $81.4 $20.1K - $24.4K
7.05K $569M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 1.36%
$405.19 - $478.57 $10.1K - $12K
1.87K $859M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8
+ 0.02%
$71.45 - $75.64 $572 - $605
32K $2.41B
DFSV
Dimensional ETF Tr Dimensional

ETFs
23
+ 0.06%
$28.25 - $31.7 $650 - $729
37.1K $1.14B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
34
+ 1.23%
$210.25 - $231.86 $7.15K - $7.88K
2.81K $626M
NFLX
Netflix Inc

Communication Services
16
+ 2.87%
$598.55 - $722.26 $9.58K - $11.6K
573 $406M
BNDX
Vanguard Total International B

ETFs
90
+ 0.7%
$48.42 - $50.35 $4.36K - $4.53K
13K $651M
CSX
Csx Corp

Industrials
180
+ 1.22%
$32.48 - $35.45 $5.85K - $6.38K
14.9K $514M
AMZN
Amazon Com Inc

Consumer Cyclical
256
+ 6.88%
$161.02 - $200.0 $41.2K - $51.2K
3.98K $741M
VGSH
Vanguard

ETFs
98
+ 2.41%
$57.74 - $59.13 $5.66K - $5.79K
4.16K $246M
MSFT
Microsoft Corp

Technology
165
+ 3.52%
$395.15 - $467.56 $65.2K - $77.1K
4.85K $2.09B
GOOG
Alphabet Inc.

Communication Services
66
+ 4.55%
$149.54 - $192.66 $9.87K - $12.7K
1.52K $253M
GOOGL
Alphabet Inc.

Communication Services
43
+ 2.64%
$148.65 - $191.18 $6.39K - $8.22K
1.67K $277M
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Meritas Wealth Management, LLC Portfolio

Follow Meritas Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email