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 $708,228. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,309
Previous 10,472
1.56%
Holding current value
$708,228
Previous $679,000
1.33%
% of portfolio
0.03%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding DFAS
# of Institutions
848Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$400 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$192 Million3.23% of portfolio