Meritas Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Meritas Wealth Management, LLC
- $166 Billion
- Q4 2024
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 4,814 shares of DFAS stock, worth $323,163. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,814
Previous 4,814
-0.0%
Holding current value
$323,163
Previous $312 Million
0.34%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
719Shares Held
111MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$753 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$470 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$439 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio