Meritas Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Meritas Wealth Management, LLC
- $208 Billion
- Q4 2025
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 40,417 shares of DFEM stock, worth $1.34 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
40,417
Previous 49,310
18.03%
Holding current value
$1.34 Million
Previous $1.58 Billion
15.45%
% of portfolio
0.64%
Previous 0.78%
Shares
13 transactions
Others Institutions Holding DFEM
# of Institutions
504Shares Held
181MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.6MShares$582 Million8.73% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio