Meritas Wealth Management, LLC Top Holdings and 13F Report (2025) About Meritas Wealth Management, LLCInvestment ActivityMeritas Wealth Management, LLC has $170.50 million in total holdings as of March 31, 2025.Meritas Wealth Management, LLC owns shares of 53 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.03% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Meritas Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 16 stocks.Meritas Wealth Management, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional US Marketwide Value ETF $24,700,349Dimensional U.S. Targeted Value ETF $22,483,053Dimensional U.S. Equity ETF $16,290,348Avantis U.S. Small Cap Value ETF $14,561,454Dimensional International Value ETF $13,004,267 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $798,442 Holding166764100 - Chevron $222,998 Holding478160104 - Johnson & Johnson $203,817 Holding025072802 - Avantis International Small Cap Value ETF $201,967 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 23,307 shares (about $2.03M)Avantis U.S. Large Cap Value ETF 29,854 shares (about $1.95M)Vanguard Total Bond Market ETF 18,160 shares (about $1.33M)Dimensional International Small Cap Value ETF 38,204 shares (about $1.11M)Dimensional U.S. Equity ETF 16,887 shares (about $1.02M) Largest Sales this Quarter Dimensional US Marketwide Value ETF 11,729 shares (about $483.35K)Dimensional U.S. Targeted Value ETF 8,084 shares (about $416.25K)Dimensional Global Real Estate ETF 5,645 shares (about $148.24K)Netflix 152 shares (about $141.74K)Dimensional US Core Equity Market ETF 3,168 shares (about $121.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeritas Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUVDimensional US Marketwide Value ETF$24,700,349$483,352 ▼-1.9%599,37814.5%ETFDFATDimensional U.S. Targeted Value ETF$22,483,053$416,245 ▼-1.8%436,64913.2%ETFDFUSDimensional U.S. Equity ETF$16,290,348$1,021,326 ▲6.7%269,3519.6%ETFAVUVAvantis U.S. Small Cap Value ETF$14,561,454$2,031,667 ▲16.2%167,0478.5%ETFDFIVDimensional International Value ETF$13,004,267$830,929 ▲6.8%330,3937.6%ETFAAPLApple$10,035,437$55,311 ▼-0.5%45,1785.9%Computer and TechnologyAVLVAvantis U.S. Large Cap Value ETF$9,405,844$1,946,783 ▲26.1%144,2395.5%ETFSSentinelOne$8,108,2800.0%446,0004.8%Computer and TechnologyDISVDimensional International Small Cap Value ETF$7,731,254$1,112,502 ▲16.8%265,4964.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$5,225,537$236,477 ▲4.7%104,7203.1%ManufacturingBNDVanguard Total Bond Market ETF$4,437,335$1,333,852 ▲43.0%60,4132.6%ETFDIHPDimensional International High Profitability ETF$4,341,905$866,070 ▲24.9%161,1692.5%ETFDFAUDimensional US Core Equity Market ETF$2,478,957$121,778 ▼-4.7%64,4891.5%ETFFICOFair Isaac$2,153,9790.0%1,1681.3%Computer and TechnologyMANAGER DIRECTED PORTFOLIOS$1,996,782$373,791 ▲23.0%196,9211.2%VERT GLB SUST REMSFTMicrosoft$1,784,229$9,760 ▼-0.5%4,7531.0%Computer and TechnologyDFGRDimensional Global Real Estate ETF$1,594,954$148,238 ▼-8.5%60,7370.9%ETFDFAEDimensional Emerging Core Equity Market ETF$1,393,9950.0%53,8430.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,300,970$20,957 ▲1.6%49,1670.8%ETFDFAIDimensional International Core Equity Market ETF$1,252,1040.0%40,0930.7%ETFDFSVDimensional US Small Cap Value ETF$1,112,798$6,531 ▲0.6%39,5310.7%ETFORCLOracle$1,077,0960.0%7,7040.6%Computer and TechnologyBNDXVanguard Total International Bond ETF$1,054,317$241,757 ▲29.8%21,5960.6%ETFBRK.BBerkshire Hathaway$986,3380.0%1,8520.6%FinanceVBRVanguard Small-Cap Value ETF$979,864$41,169 ▼-4.0%5,2600.6%ETFIVViShares Core S&P 500 ETF$836,110$4,495 ▼-0.5%1,4880.5%ETFBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.5%FinanceDFSUDimensional US Sustainability Core 1 ETF$773,460$316,668 ▲69.3%21,5990.5%ETFAMZNAmazon.com$737,4480.0%3,8760.4%Retail/WholesaleMMCMarsh & McLennan Companies$684,5040.0%2,8050.4%FinanceWMTWalmart$592,7580.0%6,7520.3%Retail/WholesaleDFSEDimensional Emerging Markets Sustainability Core 1 ETF$536,826$225,454 ▲72.4%15,9390.3%ETFDISWalt Disney$494,487$4,145 ▼-0.8%5,0100.3%Consumer DiscretionaryCSXCSX$438,3600.0%14,8950.3%TransportationCOSTCostco Wholesale$431,2760.0%4560.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$411,0280.0%4,8700.2%CL ANFLXNetflix$373,945$141,745 ▼-27.5%4010.2%Consumer DiscretionaryDFSIDimensional International Sustainability Core 1 ETF$346,2480.0%9,9240.2%ETFTSLATesla$342,610$518 ▲0.2%1,3220.2%Auto/Tires/TrucksADSKAutodesk$340,3400.0%1,3000.2%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$287,6370.0%4,8140.2%ETFVOOVanguard S&P 500 ETF$256,850$514 ▲0.2%5000.2%ETFFTNTFortinet$255,3780.0%2,6530.1%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$249,3150.0%4,2480.1%ETFGOOGLAlphabet$243,249$15,464 ▼-6.0%1,5730.1%Computer and TechnologyBSVVanguard Short-Term Bond ETF$241,6500.0%3,0870.1%ETFCVXChevron$222,998$222,998 ▲New Holding1,3330.1%EnergyGOOGAlphabet$221,2220.0%1,4160.1%Computer and TechnologyCATCaterpillar$219,977$10,883 ▼-4.7%6670.1%IndustrialsSTZConstellation Brands$204,6250.0%1,1150.1%Consumer StaplesJNJJohnson & Johnson$203,817$203,817 ▲New Holding1,2290.1%MedicalAVDVAvantis International Small Cap Value ETF$201,967$201,967 ▲New Holding2,8960.1%ETFJOBYJoby Aviation$62,0900.0%10,3140.0%TransportationDLBDolby Laboratories$0$211,729 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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