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 558,721 shares of DFIS stock, worth $13.7 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
558,721
Previous 548,809
1.81%
Holding current value
$13.7 Million
Previous $13.5 Million
10.9%
% of portfolio
0.63%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$544 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$303 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$249 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$98.6 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64 Million3.04% of portfolio