Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERITAS WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 49 | 143,659,955 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1 | $26,358,102 | 644,452 | 0.02 | 0.02 | -7,709 | -1.18 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 2 | $25,682,828 | 471,851 | 0.02 | 0.02 | -4,590 | -0.96 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 3 | $13,256,106 | 232,645 | 0.01 | 0.01 | 7,702 | 3.42 | 03-31-2024 |
| SENTINELONE INC | CL A | 4 | $10,622,204 | 455,693 | 0.01 | 0.01 | -820 | -0.18 | 03-31-2024 |
