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 129,021 shares of DIHP stock, worth $3.5 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
129,021
Previous 95,124
35.63%
Holding current value
$3.5 Million
Previous $2.63 Billion
23.54%
% of portfolio
1.96%
Previous 1.63%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$649 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$604 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$420 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$172 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio