Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History
Meritas Wealth Management, LLC
- $166 Billion
- Q4 2024
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 40,093 shares of DFAI stock, worth $1.22 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
40,093
Previous 40,093
-0.0%
Holding current value
$1.22 Million
Previous $1.27 Billion
8.12%
% of portfolio
0.7%
Previous 0.79%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
556Shares Held
188MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$202 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$184 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$169 Million17.39% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$131 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$128 Million0.19% of portfolio