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 $93.2 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
$93.2 Million
Previous $86.3 Million
7.43%
% of portfolio
3.48%
Previous 3.66%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
285Shares Held
147MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$744 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$717 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$705 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$190 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$177 Million3.07% of portfolio