Meritas Wealth Management, LLC Incresed Positions 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
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
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