Meritas Wealth Management, LLC DFAT Holdings History
Meritas Wealth Management, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Meritas Wealth Management, LLC held 436,649.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $22.48 Mil. This investment constitutes 13.19% of their stock portfolio, and Meritas Wealth Management, LLC now holds 0.22% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then Meritas Wealth Management, LLC has made 2 purchases of DFAT, at an average price of $43.46, for a total of 648,668.00 shares. In addition, there have been 7 sales at an average price of $48.34 for 212,019.00 shares. Based on historical transaction data and DFAT's current price of $53.82, Meritas Wealth Management, LLC's estimated gain on his DFAT holdings is $5.55 Mil, reflecting a 19.70% gain to date.
Meritas Wealth Management, LLC DFAT ($53.82) Holding Chart
Meritas Wealth Management, LLC DFAT ($53.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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