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

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 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 668,011 shares of DFUV stock, worth $28.7 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
668,011
Previous 679,518 1.69%
Holding current value
$28.7 Million
Previous $26.7 Million 4.37%
% of portfolio
1.18%
Previous 1.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$38.51 - $41.69 $443,134 - $479,726
-11,507 Reduced 1.69%
668,011 $27.8 Million
Q2 2024

Aug 13, 2024
SELL
$38.53 - $40.76 $243,625 - $257,725
-6,323 Reduced 0.92%
679,518 $26.7 Million
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
$30.23 - $35.36 $632,955 - $740,367
-20,938 Reduced 2.73%
744,707 $24.9 Million
Q3 2022

Oct 26, 2022
SELL
$29.6 - $34.78 $509,504 - $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
640
Shares Held
267M
Call Options Held
300
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
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