Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERITAS WEALTH MANAGEMENT LLC | 07-24-2024 | 06-30-2024 | 47 | 141,802,946 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1 | $24,584,692 | 626,043 | 0.02 | 0.02 | -18,409 | -2.86 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 2 | $24,103,343 | 464,688 | 0.02 | 0.02 | -7,163 | -1.52 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 3 | $13,421,253 | 228,059 | 0.01 | 0.01 | -4,586 | -1.97 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 4 | $9,669,696 | 269,051 | 0.01 | 0.01 | -552 | -0.20 | 06-30-2024 |
