Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Merriman Wealth Management, LLC
- $2.36 Billion
- Q3 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 3,116,048 shares of DIHP stock, worth $78.4 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
3,116,048
Previous 3,017,460
3.27%
Holding current value
$78.4 Million
Previous $79.4 Million
8.68%
% of portfolio
3.66%
Previous 3.61%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$564 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$557 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$213 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$152 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$151 Million3.18% of portfolio