Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Meritas Wealth Management, LLC

$166 Billion
Q4 2024

A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 39,299 shares of DFSV stock, worth $1.13 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

39,299

Previous 37,140 5.81%

Holding current value

$1.13 Million

Previous $1.14 Billion 5.74%

% of portfolio

0.73%

Previous 0.71%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$30.18 - $33.87 $65,158 - $73,125	2,159 Added 5.81%	39,299 $1.21 Billion
Q3 2024 Oct 03, 2024	BUY	$28.25 - $31.7 $649 - $729	23 Added 0.06%	37,140 $1.14 Billion
Q2 2024 Jul 24, 2024	BUY	$27.81 - $30.13 $2,558 - $2,771	92 Added 0.25%	37,117 $1.07 Billion
Q1 2024 Apr 17, 2024	SELL	$27.45 - $30.1 $7,576 - $8,307	-276 Reduced 0.74%	37,025 $1.11 Billion
Q4 2023 Jan 10, 2024	SELL	$23.61 - $29.53 $35,178 - $43,999	-1,490 Reduced 3.84%	37,301 $1.09 Billion
Q3 2023 Oct 24, 2023	BUY	$24.97 - $27.69 $1,423 - $1,578	57 Added 0.15%	38,791 $983 Million
Q2 2023 Sep 05, 2023	BUY	$23.17 - $25.7 $6,788 - $7,530	293 Added 0.76%	38,734 $995 Million
Q1 2023 Sep 05, 2023	SELL	$23.74 - $28.31 $31,146 - $37,142	-1,312 Reduced 3.3%	38,441 $958 Million
Q4 2022 Sep 05, 2023	BUY	$22.47 - $26.46 $893,249 - $1.05 Million	39,753 New	39,753 $985 Million

Others Institutions Holding DFSV

# of Institutions

416

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History