| |
|
|
| Name: |
Meritas Wealth Management LLC |
| City: |
LARKSPUR |
| State: |
CA |
| Zip: |
94939 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFUV |
DFA Dimensional Us Marketwi... |
1 |
- |
$40.96 |
$24,585,000 |
626,043 |
17.34% |
-1,773,000 |
-18,409 |
0.07 |
N/A |
|
|
DFAT |
Dimensional U S Targeted Va... |
2 |
- |
$54.81 |
$24,103,000 |
464,688 |
17% |
-1,580,000 |
-7,163 |
0.052 |
N/A |
|
|
DFUS |
Dimensional U S Equity Etf |
3 |
- |
$60.66 |
$13,421,000 |
228,059 |
9.46% |
165,000 |
-4,586 |
0.025 |
N/A |
|
|
DFIV |
Dimensional International V... |
4 |
- |
$37.42 |
$9,670,000 |
269,051 |
6.82% |
-238,000 |
-552 |
0.03 |
N/A |
|
|
DFAU |
Dfa Dimensional Us Core Equ... |
11 |
- |
$0.00 |
$2,573,000 |
68,627 |
1.81% |
-207,000 |
-7,445 |
0.008 |
N/A |
|
|
DFAE |
Dfa Dimensional Emerging Co... |
17 |
- |
$0.00 |
$1,580,000 |
61,076 |
1.11% |
-88,000 |
-6,411 |
0.01 |
N/A |
|
|
DFAI |
Dfa Dimensional Internation... |
19 |
- |
$0.00 |
$1,222,000 |
41,195 |
0.86% |
-136,000 |
-3,731 |
0.003 |
N/A |
|
|
VBR |
Vanguard Small Cap Val VIPER |
23 |
- |
$198.25 |
$1,006,000 |
5,514 |
0.71% |
-55,000 |
-17 |
0.005 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
24 |
- |
$564.51 |
$870,000 |
1,590 |
0.61% |
23,000 |
-22 |
0 |
Closed - End Fund - E... |
|
|
WMT |
Wal-Mart Stores Inc |
31 |
- |
$60.24 |
$457,000 |
6,752 |
0.32% |
4,000 |
-774 |
0 |
Discount, Variety Stores |
|
|
DFAS |
Dimensional U S Small Cap Etf |
37 |
- |
$63.75 |
$289,000 |
4,814 |
0.2% |
-14,000 |
-40 |
0.001 |
N/A |
|
|
DFSU |
Dimensional Us Sustainabili... |
42 |
- |
$0.00 |
$243,000 |
6,959 |
0.17% |
-16,000 |
-560 |
0.008 |
N/A |
|
