Meritas Wealth Management, LLC DFUV Holdings History
Meritas Wealth Management, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Meritas Wealth Management, LLC held 599,378.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $24.70 Mil. This investment constitutes 14.49% of their stock portfolio, and Meritas Wealth Management, LLC now holds 0.22% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q4. And since then Meritas Wealth Management, LLC has made 3 purchases of DFUV, at an average price of $32.85, for a total of 879,305.00 shares. In addition, there have been 6 sales at an average price of $35.75 for 279,927.00 shares. Based on historical transaction data and DFUV's current price of $42.15, Meritas Wealth Management, LLC's estimated gain on his DFUV holdings is $6.39 Mil, reflecting a 22.11% gain to date.
Meritas Wealth Management, LLC DFUV ($42.15) Holding Chart
Meritas Wealth Management, LLC DFUV ($42.15) 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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