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  Name: Meritas Wealth Management LLC
  City: LARKSPUR
  State: CA
  Zip: 94939
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $143,660,000
  Total Value Change : $10,318,000
  Securities Held Change : -1
   
All Securities Held : 49
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 15
  Unchanged Positions : 16
  Decreased Positions : 15

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Holdings Found : 15     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 3 - $56.68 $13,256,000 232,645 9.23% 1,597,000 7,702 0.026    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 5 - $37.49 $9,908,000 269,603 6.9% 1,491,000 24,646 0.03    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 6 - $92.43 $8,986,000 95,889 6.26% 2,024,000 18,359 0.107    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 7 - $183.05 $7,121,000 41,527 4.96% -845,000 150 0    Personal Computers
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 9 - $0.00 $4,229,000 155,535 2.94% 1,023,000 31,213 0.173    N/A
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 10 - $0.00 $3,449,000 53,667 2.4% 1,530,000 20,441 0.06    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 12 - $71.38 $2,246,000 30,926 1.56% 344,000 5,060 0.003    Closed - End Fund - E...
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 14 - $0.00 $1,668,000 67,487 1.16% 42,000 32 0.011    N/A
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 17 - $0.00 $1,492,000 55,382 1.04% 1,015,000 36,786 0.062    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 19 - $0.00 $1,118,000 43,861 0.78% 262,000 9,548 0.042    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 24 - $523.39 $847,000 1,612 0.59% 80,000 5 0    Closed - End Fund - E...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 27 - $48.66 $628,000 12,771 0.44% 25,000 549 0.001    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 31 - $60.24 $453,000 7,526 0.32% 89,000 5,214 0    Discount, Variety Stores
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 37 - $177.81 $298,000 1,695 0.21% 18,000 570 0    Auto Manufacturers
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 43 - $57.74 $235,000 4,045 0.16% 1,000 26 0    Closed - End Fund - Debt
      15 Records Found
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