Merriman Wealth Management, LLC Dimensional ETF Tr Transaction History

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 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 650,252 shares of DFIV stock, worth $23.4 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
650,252
Previous 632,578 2.79%
Holding current value
$23.4 Million
Previous $21.7 Million 9.94%
% of portfolio
1.11%
Previous 1.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$28.34 - $31.1 $276,229 - $303,131
9,747 Added 1.46%
677,448 $20.6 Million
Q3 2022

Oct 26, 2022
SELL
$26.42 - $30.57 $793,551 - $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
506
Shares Held
168M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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