MW

Meritas Wealth Management, LLC

13F
Meritas Wealth Management, LLC
Last update 2025-04-16 53 Stocks (4 new)
Value $171.00 Mil Turnover 7 %
Countries:
Top Holdings: DFUV(14.49%)DFAT(13.19%)DFUS(9.55%)AVUV(8.54%)DFIV(7.63%)
Summary Stock Picks Current Portfolio
Meritas Wealth Management, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUV 		Dimensional US Marketwide Value ETF
599,378
24,700.3
-1.92%
14.490
-0.29%
0.220
-0.38%
+0.03%
11,119.2
 
DFAT 		Dimensional U.S. Targeted Value ETF
436,649
22,483.0
-1.82%
13.190
-0.27%
0.220
-0.02%
-5.86%
10,300.6
 
DFUS 		Dimensional U.S. Equity Market ETF
269,351
16,290.4
+6.69%
9.550
+0.60%
0.120
+3.72%
+1.62%
14,702.0
 
AVUV 		Avantis U.S. Small Cap Value ETF
167,047
14,561.5
+16.21%
8.540
+1.19%
0.100
+0.38%
-7.91%
15,248.3
 
DFIV 		Dimensional International Value ETF
330,393
13,004.3
+6.83%
7.630
+0.49%
0.140
+10.23%
+20.24%
11,707.0
 
AAPL 		Apple Inc
45,178
10,035.4
-0.55%
5.890
-0.04%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
AVLV 		Avantis U.S. Large Cap Value ETF
144,239
9,405.8
+26.10%
5.520
+1.14%
0.150
+0.61%
-0.38%
7,193.4
 
S 		SentinelOne Inc
446,000
8,108.3
0%
4.760
0%
0.140
-9.70%
-19.05%
5,974.8
Software
DISV 		Dimensional International Small Cap Value ETF
265,496
7,731.3
+16.81%
4.530
+0.65%
0.290
+14.75%
+22.27%
3,086.0
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
104,720
5,225.5
+4.74%
3.060
+0.14%
0.040
+1.23%
+3.49%
14,792.0
 

Meritas Wealth Management, LLC's Historical Top Holdings Breakdowns

Meritas Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Add
+1.19%
●
84.96 ($93.96) 100.71
$88.56
-5.75%
Add 16.21%
167,047
23,307
AVLV 		Avantis U.S. Large Cap Value ETF2025-03-31Add
+1.14%
●
63.51 ($67.8) 70.42
$66.25
-2.29%
Add 26.1%
144,239
29,854
BND 		Vanguard Total Bond Market ETF2025-03-31Add
+0.78%
●
71.17 ($72.57) 73.66
$72.74
0.23%
Add 42.98%
60,413
18,160
DISV 		Dimensional International Small Cap Value ETF2025-03-31Add
+0.65%
●
26.08 ($28.17) 30.23
$32.45
15.19%
Add 16.81%
265,496
38,204
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Add
+0.60%
●
59.61 ($63.9) 66.74
$64.64
1.16%
Add 6.69%
269,351
16,887
DIHP 		Dimensional International High Profitability ETF2025-03-31Add
+0.51%
●
25.1 ($26.73) 27.85
$29.39
9.95%
Add 24.92%
161,169
32,148
DFIV 		Dimensional International Value ETF2025-03-31Add
+0.49%
●
35.33 ($38.16) 40.8
$42.51
11.40%
Add 6.83%
330,393
21,111
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.47%
●
663000 ($729331) 801950
$737,820.00
1.16%
New holding
1
1
DFUV 		Dimensional US Marketwide Value ETF2025-03-31Reduce
-0.29%
●
39.96 ($41.98) 43.23
$40.77
-2.88%
Reduce -1.92%
599,378
-11,729
DFAT 		Dimensional U.S. Targeted Value ETF2025-03-31Reduce
-0.27%
●
50.44 ($55.03) 58.1
$52.24
-5.07%
Reduce -1.82%
436,649
-8,084

Meritas Wealth Management, LLC Total Holding History ($B)

To

Meritas Wealth Management, LLC's Asset Allocation

To

Meritas Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Meritas Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Meritas Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Meritas Wealth Management, LLC's Holdings Heat Map

Size field:

Meritas Wealth Management, LLC's Holdings Bubble Chart

Meritas Wealth Management, LLC News

  • 1

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