Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History

Meritas Wealth Management, LLC

$208 Billion
Q4 2025

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 53,638 shares of DFAE stock, worth $1.74 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

53,638

Previous 53,843 0.38%

Holding current value

$1.74 Million

Previous $1.7 Billion 2.91%

% of portfolio

0.84%

Previous 0.84%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$30.74 - $33.05 $6,301 - $6,775	-205 Reduced 0.38%	53,638 $1.75 Billion
Q4 2024 Jan 16, 2025	SELL	$25.36 - $28.15 $162,506 - $180,385	-6,408 Reduced 10.64%	53,843 $1.37 Billion
Q3 2024 Oct 03, 2024	SELL	$24.46 - $27.82 $20,179 - $22,951	-825 Reduced 1.35%	60,251 $1.65 Billion
Q2 2024 Jul 24, 2024	SELL	$24.03 - $26.3 $154,056 - $168,609	-6,411 Reduced 9.5%	61,076 $1.58 Billion
Q1 2024 Apr 17, 2024	BUY	$22.74 - $24.88 $727 - $796	32 Added 0.05%	67,487 $1.67 Billion

Q1 2023 Sep 05, 2023	BUY	$21.78 - $24.36 $60,635 - $67,818	2,784 Added 4.3%	67,455 $1.55 Billion
Q4 2022 Sep 05, 2023	BUY	$19.67 - $22.73 $1.27 Million - $1.47 Million	64,671 New	64,671 $1.42 Billion

Others Institutions Holding DFAE

# of Institutions

633

Shares Held

186M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History