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 227,292 shares of DISV stock, worth $6.71 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
227,292
Previous 189,347 20.04%
Holding current value
$6.71 Million
Previous $5.5 Billion 9.75%
% of portfolio
3.63%
Previous 3.4%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
325
Shares Held
66.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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