Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 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 534,781 shares of DFIS stock, worth $16.8 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
534,781
Previous 558,721 4.28%
Holding current value
$16.8 Million
Previous $15 Million 12.38%
% of portfolio
0.57%
Previous 0.63%

Shares

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

Feb 13, 2025
SELL
$24.25 - $26.7 $580,545 - $639,198
-23,940 Reduced 4.28%
534,781 $13.1 Million
Q3 2024

Nov 12, 2024
BUY
$24.06 - $26.97 $238,482 - $267,326
9,912 Added 1.81%
558,721 $15 Million
Q2 2024

Aug 13, 2024
SELL
$24.08 - $25.86 $369,724 - $397,054
-15,354 Reduced 2.72%
548,809 $13.5 Million
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
$18.29 - $22.14 $5.49 Million - $6.64 Million
300,059 Added 97.02%
609,335 $13.1 Million
Q3 2022

Oct 26, 2022
BUY
$18.33 - $22.66 $4.62 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
287
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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