Meridian Wealth Management, LLC Dimensional ETF Tr Transaction History
Meridian Wealth Management, LLC
- $2.53 Billion
- Q3 2025
A detailed history of Meridian Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 11,404 shares of DFAI stock, worth $422,974. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,404
Previous 6,712
69.9%
Holding current value
$422,974
Previous $232,000
78.45%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio