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 $7.86 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
265,496
Previous 227,292
16.81%
Holding current value
$7.86 Million
Previous $6.04 Billion
28.02%
% of portfolio
4.53%
Previous 3.63%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
66.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.8 Million1.46% of portfolio