Meritas Wealth Management, LLC
61 holdingsFiling period: 2026-03-31Current AUM: $248.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | 558.7K | $27.1M | $31.1M | 12.49% | -5,035 | 2026-03-31 |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 405.0K | $25.3M | $28.6M | 11.52% | -5,358 | 2026-03-31 |
| 3 | AVUV | AMERICAN CENTY ETF TR | 227.2K | $25.1M | $28.5M | 11.44% | +22.3K | 2026-03-31 |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 308.5K | $21.9M | $25.2M | 10.12% | +25.6K | 2026-03-31 |
| 5 | AVLV | AMERICAN CENTY ETF TR | 231.1K | $18.6M | $21.3M | 8.56% | +30.7K | 2026-03-31 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 337.6K | $17.8M | $19.3M | 7.77% | +6.6K | 2026-03-31 |
| 7 | DISV | DIMENSIONAL ETF TRUST | 290.2K | $11.4M | $12.3M | 4.94% | +7.8K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 38.4K | $9.7M | $11.9M | 4.77% | -2,163 | 2026-03-31 |
| 9 | BND | VANGUARD BD INDEX FDS | 112.7K | $8.3M | $8.1M | 3.27% | +22.9K | 2026-03-31 |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 233.6K | $7.5M | $8.1M | 3.24% | +34.9K | 2026-03-31 |
| 11 | VTIP | VANGUARD MALVERN FDS | 124.7K | $6.2M | $6.2M | 2.49% | +10.4K | 2026-03-31 |
| 12 | S | SENTINELONE INC | 446.0K | $5.7M | $8.5M | 3.42% | -- | 2026-03-31 |
| 13 | DFAU | DIMENSIONAL ETF TRUST | 62.1K | $2.8M | $3.2M | 1.29% | -- | 2026-03-31 |
| 14 | VGSR | MANAGER DIRECTED PORTFOLIOS | 225.2K | $2.3M | $2.6M | 1.05% | +21.1K | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 6.2K | $2.3M | $2.9M | 1.15% | -8 | 2026-03-31 |
| 16 | DFSV | DIMENSIONAL ETF TRUST | 60.0K | $2.1M | $2.4M | 0.96% | -422 | 2026-03-31 |
| 17 | DFGR | DIMENSIONAL ETF TRUST | 70.9K | $1.9M | $2.1M | 0.85% | +8.6K | 2026-03-31 |
| 18 | DFAE | DIMENSIONAL ETF TRUST | 53.3K | $1.8M | $2.0M | 0.80% | -293 | 2026-03-31 |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | 36.2K | $1.7M | $1.7M | 0.70% | +8.1K | 2026-03-31 |
| 20 | DFEM | DIMENSIONAL ETF TRUST | 45.3K | $1.6M | $1.7M | 0.69% | +4.9K | 2026-03-31 |
| 21 | DFAI | DIMENSIONAL ETF TRUST | 40.1K | $1.6M | $1.7M | 0.68% | -- | 2026-03-31 |
| 22 | VBR | VANGUARD INDEX FDS | 5.3K | $1.1M | $1.3M | 0.52% | -- | 2026-03-31 |
| 23 | ORCL | ORACLE CORP | 7.2K | $1.1M | $932K | 0.37% | -521 | 2026-03-31 |
| 24 | DFSU | DIMENSIONAL ETF TRUST | 24.7K | $1.0M | $1.2M | 0.47% | +2.4K | 2026-03-31 |
| 25 | IVV | ISHARES TR | 1.5K | $986K | $1.1M | 0.46% | +79 | 2026-03-31 |
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