Meredith Wealth Planning Incresed Positions in Q3 2024

Meredith Wealth Planning

  • $210 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
5.97K
+ 1.32%
$88.24 - $99.7 $527K - $595K
457K $43.9B
DUHP
Dimensional ETF Tr Dimensional

ETFs
23.9K
+ 3.61%
$30.74 - $34.07 $736K - $816K
688K $23.4B
AVGE
American Centy ETF Tr Avantis
24K
+ 84.51%
N/A
52.5K $3.88B
AVDV
American Centy ETF Tr Avantis

ETFs
1.95K
+ 0.7%
$62.52 - $71.12 $122K - $139K
282K $20B
American Centy ETF Tr
5.37K
+ 1.56%
N/A
349K $21.9B
DIHP
Dimensional ETF Tr Dimensional

ETFs
23.9K
+ 7.05%
$25.23 - $27.94 $602K - $667K
362K $10B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18.5K
+ 9.73%
$41.34 - $43.55 $763K - $804K
208K $9B
Dimensional ETF Trust
18.4K
+ 56.28%
N/A
51K $2.81B
AVES
American Centy ETF Tr Avantis

ETFs
4.38K
+ 2.05%
$46.0 - $52.55 $201K - $230K
218K $11.3B
AVUS
American Centy ETF Tr Avantis

ETFs
62
+ 0.09%
$86.27 - $95.15 $5.35K - $5.9K
67.4K $6.42B
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
6.43K
+ 9.41%
$24.27 - $27.34 $156K - $176K
74.8K $2.01B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
232
+ 0.98%
$77.23 - $87.97 $17.9K - $20.4K
23.8K $2.07B
AVDE
American Centy ETF Tr Avantis

ETFs
284
+ 0.98%
$60.09 - $67.67 $17.1K - $19.2K
29.3K $1.96B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
90
+ 0.33%
$41.88 - $46.21 $3.77K - $4.16K
27.3K $1.26B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
99
+ 8.94%
$475.2 - $527.7 $47K - $52.2K
1.21K $636M
DFAT
Dimensional ETF Tr U S Target

ETFs
103
+ 0.52%
$51.0 - $57.07 $5.25K - $5.88K
19.8K $1.1B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.38K
+ 28.68%
$47.7 - $48.54 $65.7K - $66.9K
6.18K $300M
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.18%
$255.18 - $283.2 $1.79K - $1.98K
3.92K $1.11B
IJS
Ishares S&P Smallcap 600 Value

ETFs
18
+ 0.32%
$95.81 - $109.03 $1.72K - $1.96K
5.59K $602M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
370
+ 0.94%
$49.93 - $51.15 $18.5K - $18.9K
39.9K $2.04B
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.09%
$245.82 - $304.51 $246 - $305
1.15K $351M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14
+ 0.37%
$58.03 - $65.37 $812 - $915
3.77K $244M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.5%
$520.18 - $576.82 $1.04K - $1.15K
403 $232M
AVIG
American Centy ETF Tr Avantis

ETFs
35
+ 0.64%
$40.41 - $42.73 $1.41K - $1.5K
5.49K $234M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
129
+ 1.11%
$23.63 - $24.42 $3.05K - $3.15K
11.8K $288M
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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