Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Meritas Wealth Management, LLC

  • $202 Billion
  • Q3 2025

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 51,706 shares of DFSV stock, worth $1.62 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
51,706
Previous 50,615 2.16%
Holding current value
$1.62 Million
Previous $1.49 Billion 10.52%
% of portfolio
0.82%
Previous 0.82%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$29.2 - $32.74 $31,857 - $35,719
1,091 Added 2.16%
51,706 $1.65 Billion
Q2 2025

Jul 18, 2025
BUY
$24.21 - $29.47 $268,343 - $326,645
11,084 Added 28.04%
50,615 $1.49 Billion
Q1 2025

Apr 16, 2025
BUY
$27.56 - $32.1 $6,393 - $7,447
232 Added 0.59%
39,531 $1.11 Billion
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
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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