Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Meritas Wealth Management, LLC

$171 Billion
Q1 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 265,496 shares of DISV stock, worth $7.75 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares

265,496

Previous 227,292 16.81%

Holding current value

$7.75 Million

Previous $6.04 Billion 28.02%

% of portfolio

4.53%

Previous 3.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$26.09 - $30.21 $996,742 - $1.15 Million	38,204 Added 16.81%	265,496 $7.73 Billion
Q4 2024 Jan 16, 2025	BUY	$26.18 - $28.77 $993,400 - $1.09 Million	37,945 Added 20.04%	227,292 $6.04 Billion
Q3 2024 Oct 03, 2024	BUY	$26.06 - $29.18 $761,108 - $852,231	29,206 Added 18.24%	189,347 $5.5 Billion
Q2 2024 Jul 24, 2024	BUY	$26.23 - $28.56 $120,815 - $131,547	4,606 Added 2.96%	160,141 $4.31 Billion
Q1 2024 Apr 17, 2024	BUY	$24.73 - $27.24 $771,897 - $850,242	31,213 Added 25.11%	155,535 $4.23 Billion
Q4 2023 Jan 10, 2024	BUY	$22.43 - $25.87 $577,460 - $666,023	25,745 Added 26.12%	124,322 $3.21 Billion
Q3 2023 Oct 24, 2023	BUY	$23.27 - $25.13 $347,723 - $375,517	14,943 Added 17.87%	98,577 $2.34 Billion
Q2 2023 Sep 05, 2023	BUY	$23.01 - $24.6 $30,097 - $32,176	1,308 Added 1.59%	83,634 $1.98 Billion
Q1 2023 Sep 05, 2023	SELL	$22.4 - $24.75 $14,627 - $16,161	-653 Reduced 0.79%	82,326 $1.96 Billion
Q4 2022 Sep 05, 2023	BUY	$18.45 - $22.54 $1.53 Million - $1.87 Million	82,979 New	82,979 $1.84 Billion

Others Institutions Holding DISV

# of Institutions

327

Shares Held

66.8M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History