Merriman Wealth Management, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 10,309 shares of DFAS stock, worth $663,796. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,309
Previous 10,472 1.56%
Holding current value
$663,796
Previous $679,000 1.33%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$63.58 - $71.15 $10,363 - $11,597
-163 Reduced 1.56%
10,309 $670,000
Q3 2024

Nov 12, 2024
SELL
$59.25 - $65.33 $30,573 - $33,710
-516 Reduced 4.7%
10,472 $679,000
Q2 2024

Aug 13, 2024
BUY
$57.42 - $62.37 $59,027 - $64,116
1,028 Added 10.32%
10,988 $660,000
Q1 2024

May 14, 2024
SELL
$56.66 - $62.34 $963 - $1,059
-17 Reduced 0.17%
9,960 $620,000
Q4 2023

Feb 13, 2024
BUY
$48.83 - $60.51 $48 - $60
1 Added 0.01%
9,977 $594,000
Q3 2023

Nov 13, 2023
SELL
$51.84 - $57.67 $4.08 Million - $4.53 Million
-78,624 Reduced 88.74%
9,976 $523,000
Q2 2023

Aug 14, 2023
BUY
$49.85 - $54.8 $3.91 Million - $4.3 Million
78,414 Added 769.82%
88,600 $4.86 Million
Q1 2023

May 04, 2023
SELL
$50.35 - $57.8 $8.03 Million - $9.22 Million
-159,484 Reduced 94.0%
10,186 $536,000
Q4 2022

Feb 13, 2023
BUY
$47.77 - $54.73 $7.55 Million - $8.65 Million
158,088 Added 1364.95%
169,670 $8.68 Million
Q3 2022

Oct 26, 2022
SELL
$46.47 - $55.84 $38,430 - $46,179
-827 Reduced 6.66%
11,582 $539,000
Q2 2022

Jul 29, 2022
SELL
$46.65 - $56.4 $279 - $338
-6 Reduced 0.05%
12,409 $595,000
Q1 2022

Apr 28, 2022
SELL
$53.45 - $60.82 $112,886 - $128,451
-2,112 Reduced 14.54%
12,415 $696,000
Q4 2021

Feb 01, 2022
SELL
$56.67 - $63.93 $188,881 - $213,078
-3,333 Reduced 18.66%
14,527 $871,000
Q4 2021

Feb 01, 2022
BUY
$56.67 - $63.93 $136,348 - $153,815
2,406 Added 15.57%
17,860 $1.04 Million
Q3 2021

Nov 09, 2021
SELL
$54.69 - $59.43 $131,584 - $142,988
-2,406 Reduced 13.47%
15,454 $889,000
Q2 2021

Jul 28, 2021
BUY
$56.37 - $58.95 $1.01 Million - $1.05 Million
17,860 New
17,860 $1.04 Million

Others Institutions Holding DFAS

# of Institutions
774
Shares Held
118M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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