Meritas Wealth Management, LLC DFIV Holdings History
Meritas Wealth Management, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, Meritas Wealth Management, LLC held 330,393.00 shares of Dimensional International Value ETF(DFIV), totaling $13.00 Mil. This investment constitutes 7.63% of their stock portfolio, and Meritas Wealth Management, LLC now holds 0.14% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2022Q4. And since then Meritas Wealth Management, LLC has made 7 purchases of DFIV, at an average price of $30.46, for a total of 369,871.00 shares. In addition, there have been 2 sales at an average price of $32.69 for 39,478.00 shares. Based on historical transaction data and DFIV's current price of $42.02, Meritas Wealth Management, LLC's estimated gain on his DFIV holdings is $3.91 Mil, reflecting a 34.69% gain to date.
Meritas Wealth Management, LLC DFIV ($42.02) Holding Chart
Meritas Wealth Management, LLC DFIV ($42.02) 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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