Merriman Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Merriman Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Merriman Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 911,351 shares of DFAT stock, worth $50.6 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
911,351
Previous 876,756
3.95%
Holding current value
$50.6 Million
Previous $47.7 Million
0.94%
% of portfolio
2.15%
Previous 2.21%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio