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 8,149,756 shares of DUHP stock, worth $300 Million. This represents 11.99% of its overall portfolio holdings.
Number of Shares
8,149,756
Previous 8,341,654
2.3%
Holding current value
$300 Million
Previous $284 Million
3.1%
% of portfolio
11.99%
Previous 12.03%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
460Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.48 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.37MShares$235 Million4.12% of portfolio