Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 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 3,165,787 shares of DIHP stock, worth $94.4 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
3,165,787
Previous 3,116,048
1.6%
Holding current value
$94.4 Million
Previous $86.3 Million
7.43%
% of portfolio
3.48%
Previous 3.66%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
291Shares Held
149MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$769 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$753 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$714 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$193 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$179 Million3.07% of portfolio