Merriman Wealth Management, LLC Dimensional ETF Tr Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 669,875 shares of DFIV stock, worth $30.2 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

669,875

Previous 671,826 0.29%

Holding current value

$30.2 Million

Previous $25.6 Million 7.13%

% of portfolio

1.03%

Previous 1.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$34.86 - $37.97 $68,011 - $74,079	-1,951 Reduced 0.29%	669,875 $23.8 Million
Q3 2024 Nov 12, 2024	BUY	$34.66 - $38.38 $704,949 - $780,610	20,339 Added 3.12%	671,826 $25.6 Million
Q2 2024 Aug 13, 2024	BUY	$35.5 - $38.02 $43,842 - $46,954	1,235 Added 0.19%	651,487 $23.4 Million
Q1 2024 May 14, 2024	BUY	$33.15 - $36.75 $585,893 - $649,519	17,674 Added 2.79%	650,252 $23.9 Million
Q4 2023 Feb 13, 2024	SELL	$30.86 - $34.46 $3.21 Million - $3.58 Million	-103,887 Reduced 14.11%	632,578 $21.7 Million
Q3 2023 Nov 13, 2023	SELL	$32.1 - $34.42 $43.6 Million - $46.7 Million	-1,357,103 Reduced 64.82%	736,465 $24 Million
Q2 2023 Aug 14, 2023	BUY	$31.45 - $33.77 $45.3 Million - $48.7 Million	1,440,831 Added 220.74%	2,093,568 $68.8 Million
Q1 2023 May 04, 2023	SELL	$30.43 - $33.38 $751,955 - $824,853	-24,711 Reduced 3.65%	652,737 $21 Million
Q4 2022 Feb 13, 2023	BUY	$25.88 - $31.1 $252,252 - $303,131	9,747 Added 1.46%	677,448 $20.6 Million
Q3 2022 Oct 26, 2022	SELL	$25.71 - $30.57 $772,225 - $918,200	-30,036 Reduced 4.3%	667,701 $17.2 Million
Q2 2022 Jul 29, 2022	BUY	$28.66 - $33.84 $3.64 Million - $4.3 Million	127,172 Added 22.29%	697,737 $20.2 Million
Q1 2022 Apr 28, 2022	SELL	$30.75 - $35.49 $2.34 Million - $2.7 Million	-76,053 Reduced 11.76%	570,565 $19.1 Million
Q4 2021 Feb 01, 2022	BUY	$31.61 - $34.21 $20.4 Million - $22.1 Million	646,618 New	646,618 $21.2 Million
Q4 2021 Feb 01, 2022	SELL	$31.61 - $34.21 $20.6 Million - $22.3 Million	-652,613 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$32.25 - $33.65 $21 Million - $22 Million	652,613 New	652,613 $21.4 Million

Others Institutions Holding DFIV

# of Institutions

752

Shares Held

262M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Merriman Wealth Management, LLC Dimensional ETF Tr Transaction History