Meritas Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Meritas Wealth Management, LLC
- $208 Billion
- Q4 2025
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 5,153 shares of DFIP stock, worth $217,044. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,153
Previous 4,788
7.62%
Holding current value
$217,044
Previous $202 Million
5.9%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
159Shares Held
17.7MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.74MShares$157 Million5.08% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.1MShares$46.2 Million11.51% of portfolio
-
Hemington Wealth Management913KShares$38.4 Million5.01% of portfolio
-
Planning Center, Inc.898KShares$37.8 Million5.58% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO800KShares$33.7 Million4.12% of portfolio