Meritas Wealth Management, LLC DFUS Holdings History
Meritas Wealth Management, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Meritas Wealth Management, LLC held 269,351.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $16.29 Mil. This investment constitutes 9.55% of their stock portfolio, and Meritas Wealth Management, LLC now holds 0.12% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2022Q4. And since then Meritas Wealth Management, LLC has made 6 purchases of DFUS, at an average price of $44.97, for a total of 277,898.00 shares. In addition, there have been 3 sales at an average price of $52.00 for 8,547.00 shares. Based on historical transaction data and DFUS's current price of $65.85, Meritas Wealth Management, LLC's estimated gain on his DFUS holdings is $5.68 Mil, reflecting a 45.49% gain to date.
Meritas Wealth Management, LLC DFUS ($65.85) Holding Chart
Meritas Wealth Management, LLC DFUS ($65.85) 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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