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Meridian Bank shares owned by True Wealth Design

Quarter-by-quarter ownership of Meridian Bank (MRBK) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Meridian Bank

Tip: Access up to 7 years of quarterly data

All positions including Meridian Bank held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Meridian Bank by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $300 19 15.84

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Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
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Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Meridian Bank

Fourthstone
Strategic Value Bank Partners
Vanguard Group
BlackRock
Banc Funds Company
First Manhattan
Dimensional Fund Advisors
Geode Capital Management
Acadian Asset Management
Arrowstreet Capital, Limited Partnership
Wick Capital Partners
Segall Bryant & Hamill
Connor, Clark & Lunn Investment Management
Nuveen
Marshall Wace

View all funds holding Meridian Bank