Meritas Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Meritas Wealth Management, LLC
- $171 Billion
- Q1 2025
A detailed history of Meritas Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 599,378 shares of DFUV stock, worth $22.8 Million. This represents 14.49% of its overall portfolio holdings.
Number of Shares
599,378
Previous 611,107
1.92%
Holding current value
$22.8 Million
Previous $25 Billion
1.22%
% of portfolio
14.49%
Previous 15.04%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
712Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.29 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.2 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$684 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$550 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$409 Million0.67% of portfolio