Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 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 8,133,187 shares of DISV stock, worth $219 Million. This represents 10.24% of its overall portfolio holdings.

Number of Shares
8,133,187
Previous 7,770,241 4.67%
Holding current value
$219 Million
Previous $200 Million 10.35%
% of portfolio
10.24%
Previous 10.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$20.21 - $22.54 $10.5 Million - $11.7 Million
518,403 Added 7.74%
7,215,450 $160 Million
Q3 2022

Oct 26, 2022
BUY
$18.95 - $22.57 $20.1 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
245
Shares Held
53.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email