Merriman Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 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 646,928 shares of DFUV stock, worth $27.4 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
646,928
Previous 668,011
3.16%
Holding current value
$27.4 Million
Previous $27.8 Million
4.94%
% of portfolio
1.15%
Previous 1.18%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio