Merriman Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 685,841 shares of DFUV stock, worth $26.9 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
685,841
Previous 707,241 3.03%
Holding current value
$26.9 Million
Previous $26.3 Million 6.56%
% of portfolio
1.3%
Previous 1.33%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$36.22 - $40.9 $775,108 - $875,260
-21,400 Reduced 3.03%
685,841 $28.1 Million
Q4 2023

Feb 13, 2024
SELL
$31.85 - $37.39 $279,865 - $328,545
-8,787 Reduced 1.23%
707,241 $26.3 Million
Q3 2023

Nov 13, 2023
SELL
$33.83 - $36.19 $213,704 - $228,612
-6,317 Reduced 0.87%
716,028 $24.4 Million
Q2 2023

Aug 14, 2023
SELL
$32.32 - $34.5 $615,760 - $657,294
-19,052 Reduced 2.57%
722,345 $24.9 Million
Q1 2023

May 04, 2023
SELL
$31.9 - $35.83 $105,589 - $118,597
-3,310 Reduced 0.44%
741,397 $24.8 Million
Q4 2022

Feb 13, 2023
SELL
$33.0 - $35.36 $690,954 - $740,367
-20,938 Reduced 2.73%
744,707 $24.9 Million
Q3 2022

Oct 26, 2022
SELL
$30.15 - $34.78 $518,971 - $598,668
-17,213 Reduced 2.2%
765,645 $22.7 Million
Q2 2022

Jul 29, 2022
BUY
$30.92 - $35.31 $24.2 Million - $27.6 Million
782,858 New
782,858 $24.7 Million

Others Institutions Holding DFUV

# of Institutions
591
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email