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 8,103,057 shares of DUHP stock, worth $259 Million. This represents 11.86% of its overall portfolio holdings.
Number of Shares
8,103,057
Previous 7,810,962
3.74%
Holding current value
$259 Million
Previous $223 Million
14.62%
% of portfolio
11.86%
Previous 11.28%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$842 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$821 Million0.31% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$226 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$214 Million16.65% of portfolio
-
Alesco Advisors LLC Pittsford, NY2.64MShares$84.5 Million2.75% of portfolio