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 $98.5 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
$98.5 Million
Previous $86.3 Million
7.43%
% of portfolio
3.48%
Previous 3.66%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
322Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio