Meritas Wealth Management, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 252,464 shares of DFUS stock, worth $16.8 Million. This represents 9.68% of its overall portfolio holdings.
Number of Shares
252,464
Previous 244,197
3.39%
Holding current value
$16.8 Million
Previous $15.2 Billion
5.96%
% of portfolio
9.68%
Previous 9.4%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
720Shares Held
161MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.75 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$529 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$386 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$318 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio