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 8,341,654 shares of DUHP stock, worth $288 Million. This represents 12.03% of its overall portfolio holdings.
Number of Shares
8,341,654
Previous 8,211,229
1.59%
Holding current value
$288 Million
Previous $263 Million
8.19%
% of portfolio
12.03%
Previous 11.93%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio
-
Pure Financial Advisors, LLC4.63MShares$160 Million3.91% of portfolio