Merriman Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 2,044,028 shares of DFAC stock, worth $76.9 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
2,044,028
Previous 2,118,571
3.52%
Holding current value
$76.9 Million
Previous $72.6 Million
2.65%
% of portfolio
3.08%
Previous 3.08%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,138Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.13 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.4 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$656 Million0.22% of portfolio