Meritas Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 444,733 shares of DFAT stock, worth $25.6 Million. This represents 14.89% of its overall portfolio holdings.
Number of Shares
444,733
Previous 461,944
3.73%
Holding current value
$25.6 Million
Previous $25.7 Billion
3.67%
% of portfolio
14.89%
Previous 15.9%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
693Shares Held
160MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$414 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio