Meridian Wealth Partners, LLC Dimensional ETF Tr U S Equity Transaction History
Meridian Wealth Partners, LLC
- $564 Million
- Q2 2024
A detailed history of Meridian Wealth Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 4,496 shares of DFUS stock, worth $277,403. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,496
Previous 4,496
-0.0%
Holding current value
$277,403
Previous $256,000
3.13%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
638Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$491 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$362 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$311 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$256 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$226 Million0.23% of portfolio