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 309,282 shares of DFIV stock, worth $11.5 Million. This represents 6.6% of its overall portfolio holdings.

Number of Shares

309,282

Previous 286,320 8.02%

Holding current value

$11.5 Million

Previous $10.9 Billion 0.64%

% of portfolio

6.6%

Previous 6.75%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$34.86 - $37.97 $800,455 - $871,867	22,962 Added 8.02%	309,282 $11 Billion
Q3 2024 Oct 03, 2024	BUY	$34.66 - $38.38 $598,543 - $662,784	17,269 Added 6.42%	286,320 $10.9 Billion
Q2 2024 Jul 24, 2024	SELL	$35.5 - $38.02 $19,596 - $20,987	-552 Reduced 0.2%	269,051 $9.67 Billion
Q1 2024 Apr 17, 2024	BUY	$33.15 - $36.75 $817,014 - $905,740	24,646 Added 10.06%	269,603 $9.91 Billion
Q4 2023 Jan 10, 2024	SELL	$30.86 - $34.46 $1.2 Million - $1.34 Million	-38,926 Reduced 13.71%	244,957 $8.42 Billion
Q3 2023 Oct 24, 2023	BUY	$32.1 - $34.42 $284,887 - $305,477	8,875 Added 3.23%	283,883 $9.26 Billion
Q2 2023 Sep 05, 2023	BUY	$31.45 - $33.77 $11,573 - $12,427	368 Added 0.13%	275,008 $9.03 Billion
Q1 2023 Sep 05, 2023	BUY	$30.43 - $33.38 $787,771 - $864,141	25,888 Added 10.41%	274,640 $8.85 Billion
Q4 2022 Sep 05, 2023	BUY	$25.88 - $31.1 $6.44 Million - $7.74 Million	248,752 New	248,752 $7.56 Billion

Others Institutions Holding DFIV

# of Institutions

569

Shares Held

195M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Meritas Wealth Management, LLC Dimensional ETF Tr Transaction History