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

Meritas Wealth Management, LLC

  • $182 Billion
  • Q2 2025

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 589,224 shares of DFUV stock, worth $26.3 Million. This represents 13.69% of its overall portfolio holdings.

Number of Shares
589,224
Previous 599,378 1.69%
Holding current value
$26.3 Million
Previous $24.7 Billion 0.86%
% of portfolio
13.69%
Previous 14.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$36.25 - $42.28 $368,082 - $429,311
-10,154 Reduced 1.69%
589,224 $24.9 Billion
Q1 2025

Apr 16, 2025
SELL
$39.96 - $43.3 $468,690 - $507,865
-11,729 Reduced 1.92%
599,378 $24.7 Billion
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
741
Shares Held
279M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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