Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Meritas Wealth Management, LLC

$171 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Sep 05, 2023	SELL	$19.83 - $23.92 $396,441 - $478,208	-19,992 Closed	0 $0
Q4 2022 Sep 05, 2023	BUY	$19.45 - $22.52 $388,844 - $450,219	19,992 New	19,992 $423 Million

Others Institutions Holding DFAR

# of Institutions

252

Shares Held

41.3M

Call Options Held

1.9K

Put Options Held

0

Vista Wealth Management Group, LLC

3.13M
Shares

$70.5 Million
5.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.34M
Shares

$52.6 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.95M
Shares

$43.9 Million
11.11% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$37.8 Million
3.61% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$29.9 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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