Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Merriman Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Merriman Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 3,017,460 shares of DIHP stock, worth $83.9 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
3,017,460
Previous 2,933,176
2.87%
Holding current value
$83.9 Million
Previous $79 Million
0.51%
% of portfolio
3.61%
Previous 3.66%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
92.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$487 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$483 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$165 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$161 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$106 Million7.97% of portfolio