Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History
Meritas Wealth Management, LLC
- $202 Billion
- Q3 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 40,093 shares of DFAI stock, worth $1.49 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
40,093
Previous 40,093
-0.0%
Holding current value
$1.49 Million
Previous $1.39 Billion
5.15%
% of portfolio
0.72%
Previous 0.76%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
712Shares 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