Meritas Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Meritas Wealth Management, LLC

  • $144 Billion
  • Q1 2024
Number of Shares
64,482
Previous 65,403 1.41%
Holding current value
$1.65 Billion
Previous $1.7 Billion 3.12%
% of portfolio
1.15%
Previous 1.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
N/A
-921 Reduced 1.41%
64,482 $1.65 Billion
Q4 2023

Jan 10, 2024
BUY
N/A
55,669 Added 571.9%
65,403 $1.7 Billion
Q2 2023

Sep 05, 2023
SELL
N/A
-2,067 Reduced 17.52%
9,734 $237 Million
Q1 2023

Sep 05, 2023
BUY
N/A
3,187 Added 37.0%
11,801 $290 Million
Q4 2022

Sep 05, 2023
BUY
N/A
8,614 New
8,614 $210 Million
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