Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Merriman Wealth Management, LLC

$2.16 Billion
Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 564,163 shares of DFIS stock, worth $13.9 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

564,163

Previous 572,860 1.52%

Holding current value

$13.9 Million

Previous $13.8 Million 2.1%

% of portfolio

0.65%

Previous 0.7%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$23.13 - $25.1 $201,161 - $218,294	-8,697 Reduced 1.52%	564,163 $14.1 Million
Q4 2023 Feb 13, 2024	BUY	$20.55 - $24.23 $119,950 - $141,430	5,837 Added 1.03%	572,860 $13.8 Million
Q3 2023 Nov 13, 2023	SELL	$21.81 - $23.89 $176,726 - $193,580	-8,103 Reduced 1.41%	567,023 $12.4 Million
Q2 2023 Aug 14, 2023	SELL	$22.26 - $23.55 $211,247 - $223,489	-9,490 Reduced 1.62%	575,126 $13.1 Million
Q1 2023 May 04, 2023	SELL	$21.65 - $23.87 $535,166 - $590,042	-24,719 Reduced 4.06%	584,616 $13.4 Million

Q4 2022 Feb 13, 2023	BUY	$19.82 - $22.14 $5.95 Million - $6.64 Million	300,059 Added 97.02%	609,335 $13.1 Million
Q3 2022 Oct 26, 2022	BUY	$18.82 - $22.66 $4.74 Million - $5.71 Million	251,816 Added 438.25%	309,276 $5.72 Million
Q2 2022 Jul 29, 2022	BUY	$20.78 - $25.18 $1.19 Million - $1.45 Million	57,460 New	57,460 $1.2 Million

Others Institutions Holding DFIS

# of Institutions

170

Shares Held

48.3M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Account

Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History