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 8,865,282 shares of DISV stock, worth $294 Million. This represents 10.25% of its overall portfolio holdings.

Number of Shares

8,865,282

Previous 8,591,238 3.19%

Holding current value

$294 Million

Previous $250 Million 5.65%

% of portfolio

10.25%

Previous 10.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$26.18 - $28.77 $7.17 Million - $7.88 Million	274,044 Added 3.19%	8,865,282 $236 Million
Q3 2024 Nov 12, 2024	BUY	$26.06 - $29.18 $5.34 Million - $5.98 Million	204,826 Added 2.44%	8,591,238 $250 Million
Q2 2024 Aug 13, 2024	BUY	$26.23 - $28.56 $6.64 Million - $7.23 Million	253,225 Added 3.11%	8,386,412 $226 Million
Q1 2024 May 14, 2024	BUY	$24.73 - $27.24 $8.98 Million - $9.89 Million	362,946 Added 4.67%	8,133,187 $221 Million
Q4 2023 Feb 13, 2024	BUY	$22.43 - $25.87 $332,367 - $383,341	14,818 Added 0.19%	7,770,241 $200 Million
Q3 2023 Nov 13, 2023	BUY	$23.27 - $25.13 $4.63 Million - $5 Million	199,146 Added 2.64%	7,755,423 $184 Million
Q2 2023 Aug 14, 2023	BUY	$23.01 - $24.6 $2.4 Million - $2.57 Million	104,483 Added 1.4%	7,556,277 $179 Million
Q1 2023 May 04, 2023	BUY	$22.4 - $24.75 $5.29 Million - $5.85 Million	236,344 Added 3.28%	7,451,794 $177 Million
Q4 2022 Feb 13, 2023	BUY	$18.45 - $22.54 $9.56 Million - $11.7 Million	518,403 Added 7.74%	7,215,450 $160 Million
Q3 2022 Oct 26, 2022	BUY	$18.36 - $22.57 $19.5 Million - $24 Million	1,062,200 Added 18.85%	6,697,047 $124 Million
Q2 2022 Jul 29, 2022	BUY	$21.05 - $25.01 $118 Million - $140 Million	5,591,352 Added 12855.16%	5,634,847 $119 Million
Q1 2022 Apr 28, 2022	BUY	$24.68 - $25.26 $1.07 Million - $1.1 Million	43,495 New	43,495 $1.07 Million

Others Institutions Holding DISV

# of Institutions

343

Shares Held

69.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History