Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meritas Wealth Management, LLC (CIK 1990690) reported $221.2M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUV ($27.1M, 12.24%), DFAT ($25.3M, 11.44%), AVUV ($25.1M, 11.35%), DFUS ($21.9M, 9.89%), AVLV ($18.6M, 8.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $27.1M | 12.24% | 558,686 | Trimmed |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $25.3M | 11.44% | 405,032 | Trimmed |
| 3 | AVUV | AMERICAN CENTY ETF TR | $25.1M | 11.35% | 227,231 | Added |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $21.9M | 9.89% | 308,458 | Added |
| 5 | AVLV | AMERICAN CENTY ETF TR | $18.6M | 8.42% | 231,132 | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $17.8M | 8.06% | 337,627 | Added |
| 7 | DISV | DIMENSIONAL ETF TRUST | $11.4M | 5.18% | 290,232 | Added |
| 8 | AAPL | APPLE INC | $9.7M | 4.41% | 38,389 | Trimmed |
| 9 | BND | VANGUARD BD INDEX FDS | $8.3M | 3.75% | 112,711 | Added |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $7.5M | 3.40% | 233,550 | Added |
| 11 | VTIP | VANGUARD MALVERN FDS | $6.2M | 2.82% | 124,709 | Added |
| 12 | S | SENTINELONE INC | $5.7M | 2.60% | 446,000 | Hold |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $2.8M | 1.27% | 62,102 | Hold |
| 14 | VGSR | MANAGER DIRECTED PORTFOLIOS | $2.3M | 1.05% | 225,198 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.3M | 1.03% | 6,173 | Trimmed |
| 16 | DFSV | DIMENSIONAL ETF TRUST | $2.1M | 0.95% | 60,033 | Trimmed |
| 17 | DFGR | DIMENSIONAL ETF TRUST | $1.9M | 0.85% | 70,908 | Added |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $1.8M | 0.82% | 53,345 | Trimmed |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $1.7M | 0.79% | 36,203 | Added |
| 20 | DFAI | DIMENSIONAL ETF TRUST | $1.6M | 0.71% | 40,093 | Hold |
| 21 | DFEM | DIMENSIONAL ETF TRUST | $1.6M | 0.71% | 45,313 | Added |
| 22 | VBR | VANGUARD INDEX FDS | $1.1M | 0.52% | 5,277 | Hold |
| 23 | ORCL | ORACLE CORP | $1.1M | 0.48% | 7,183 | Trimmed |
| 24 | DFSU | DIMENSIONAL ETF TRUST | $1.0M | 0.46% | 24,692 | Added |
| 25 | IVV | ISHARES TR | $986,226 | 0.45% | 1,510 | Added |
Source: SEC Form 13F filings · as of 2026-03-31