Meritas Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Meritas Wealth Management, LLC
- $166 Billion
- Q4 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 4,814 shares of DFAS stock, worth $295,001. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,814
Previous 4,814
-0.0%
Holding current value
$295,001
Previous $312 Million
0.34%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$812 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$461 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$401 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$317 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio