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%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.7 Million1.46% of portfolio
-
Asset Dedication, LLC1.29MShares$43 Million3.12% of portfolio