Meritas Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Meritas Wealth Management, LLC

62,313

Previous 61,287 1.67%

$1.7 Billion

Previous $1.64 Billion 3.49%

0.84%

Previous 0.9%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	N/A	1,026 Added 1.67%	62,313 $1.7 Billion
Q2 2025 Jul 18, 2025	BUY	N/A	550 Added 0.91%	61,287 $1.64 Billion
Q1 2025 Apr 16, 2025	SELL	N/A	-5,645 Reduced 8.5%	60,737 $1.59 Billion
Q4 2024 Jan 16, 2025	BUY	N/A	1,695 Added 2.62%	66,382 $1.7 Billion
Q3 2024 Oct 03, 2024	SELL	N/A	-914 Reduced 1.39%	64,687 $1.87 Billion

Q2 2024 Jul 24, 2024	BUY	N/A	1,119 Added 1.74%	65,601 $1.64 Billion
Q1 2024 Apr 17, 2024	SELL	N/A	-921 Reduced 1.41%	64,482 $1.65 Billion
Q4 2023 Jan 10, 2024	BUY	N/A	55,669 Added 571.9%	65,403 $1.7 Billion
Q2 2023 Sep 05, 2023	SELL	N/A	-2,067 Reduced 17.52%	9,734 $237 Million
Q1 2023 Sep 05, 2023	BUY	N/A	3,187 Added 37.0%	11,801 $290 Million
Q4 2022 Sep 05, 2023	BUY	N/A	8,614 New	8,614 $210 Million

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Meritas Wealth Management, LLC with notifications on news.