Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Merriman Wealth Management, LLC
- $2.2 Billion
- Q2 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 8,211,229 shares of DUHP stock, worth $279 Million. This represents 11.93% of its overall portfolio holdings.
Number of Shares
8,211,229
Previous 8,103,057
1.33%
Holding current value
$279 Million
Previous $256 Million
2.55%
% of portfolio
11.93%
Previous 11.86%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$999 Million0.33% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$227 Million4.41% of portfolio
-
Pure Financial Advisors, LLC3.43MShares$116 Million3.13% of portfolio