Meritas Wealth Management, LLC New Holdings in Q3 2024

Meritas Wealth Management, LLC

  • $162 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFSE
Dimensional ETF Tr Dimen Emrgn
9.19K
New
N/A
9.19K $326M
DFSI
Dimensional ETF Tr Dimen Intl
8.96K
New
N/A
8.96K $320M
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
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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