Meritas Wealth Management, LLC DISV Holdings History
Meritas Wealth Management, LLC's Dimensional International Small Cap Value ETF Holding Summary
As of 2025-03-31, Meritas Wealth Management, LLC held 265,496.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $7.73 Mil. This investment constitutes 4.53% of their stock portfolio, and Meritas Wealth Management, LLC now holds 0.29% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2022Q4. And since then Meritas Wealth Management, LLC has made 8 purchases of DISV, at an average price of $24.69, for a total of 266,149.00 shares. In addition, there have been 1 sales at an average price of $23.36 for 653.00 shares. Based on historical transaction data and DISV's current price of $33.20, Meritas Wealth Management, LLC's estimated gain on his DISV holdings is $2.26 Mil, reflecting a 34.38% gain to date.
Meritas Wealth Management, LLC DISV ($33.20) Holding Chart
Meritas Wealth Management, LLC DISV ($33.20) 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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