Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History
Meritas Wealth Management, LLC
- $166 Billion
- Q4 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 309,282 shares of DFIV stock, worth $12.6 Million. This represents 6.6% of its overall portfolio holdings.
Number of Shares
309,282
Previous 286,320
8.02%
Holding current value
$12.6 Million
Previous $10.9 Billion
0.64%
% of portfolio
6.6%
Previous 6.75%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$834 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$725 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$455 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$338 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$286 Million0.17% of portfolio