Meritas Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Meritas Wealth Management, LLC

$166 Billion
Q4 2024

A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 611,107 shares of DFUV stock, worth $26 Million. This represents 15.04% of its overall portfolio holdings.

Number of Shares

611,107

Previous 630,676 3.1%

Holding current value

$26 Million

Previous $26.3 Billion 4.89%

% of portfolio

15.04%

Previous 16.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$40.38 - $44.35 $790,196 - $867,885	-19,569 Reduced 3.1%	611,107 $25 Billion
Q3 2024 Oct 03, 2024	BUY	$38.51 - $41.69 $178,416 - $193,149	4,633 Added 0.74%	630,676 $26.3 Billion
Q2 2024 Jul 24, 2024	SELL	$38.53 - $40.76 $709,298 - $750,350	-18,409 Reduced 2.86%	626,043 $24.6 Billion
Q1 2024 Apr 17, 2024	SELL	$36.22 - $40.9 $279,219 - $315,298	-7,709 Reduced 1.18%	644,452 $26.4 Billion
Q4 2023 Jan 10, 2024	SELL	$31.85 - $37.39 $6.91 Million - $8.12 Million	-217,096 Reduced 24.97%	652,161 $24.3 Billion
Q3 2023 Oct 24, 2023	SELL	$33.83 - $36.19 $183,189 - $195,968	-5,415 Reduced 0.62%	869,257 $29.6 Billion
Q2 2023 Sep 05, 2023	BUY	$32.32 - $34.5 $237,422 - $253,437	7,346 Added 0.85%	874,672 $30.2 Billion
Q1 2023 Sep 05, 2023	BUY	$31.9 - $35.83 $141,125 - $158,511	4,424 Added 0.51%	867,326 $29 Billion
Q4 2022 Sep 05, 2023	BUY	$30.23 - $35.36 $26.1 Million - $30.5 Million	862,902 New	862,902 $28.9 Billion

Others Institutions Holding DFUV

# of Institutions

644

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Meritas Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History