Merriman Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 20,903 shares of DFUS stock, worth $1.37 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

20,903

Previous 22,645 7.69%

Holding current value

$1.37 Million

Previous $1.41 Million 5.33%

% of portfolio

0.06%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$61.52 - $66.5 $107,167 - $115,843	-1,742 Reduced 7.69%	20,903 $1.33 Million
Q3 2024 Nov 12, 2024	SELL	$56.04 - $62.2 $27,459 - $30,478	-490 Reduced 2.12%	22,645 $1.41 Million
Q2 2024 Aug 13, 2024	SELL	$53.83 - $59.14 $86,074 - $94,564	-1,599 Reduced 6.46%	23,135 $1.36 Million
Q1 2024 May 14, 2024	SELL	$50.79 - $56.98 $74,204 - $83,247	-1,461 Reduced 5.58%	24,734 $1.41 Million
Q4 2023 Feb 13, 2024	SELL	$44.51 - $52.0 $1,379 - $1,612	-31 Reduced 0.12%	26,195 $1.36 Million
Q2 2023 Aug 14, 2023	SELL	$43.77 - $48.16 $34,446 - $37,901	-787 Reduced 2.91%	26,226 $1.26 Million
Q1 2023 May 04, 2023	SELL	$41.24 - $45.43 $10,433 - $11,493	-253 Reduced 0.93%	27,013 $1.2 Million
Q4 2022 Feb 13, 2023	BUY	$38.86 - $44.32 $443,004 - $505,248	11,400 Added 71.85%	27,266 $1.13 Million
Q3 2022 Oct 26, 2022	SELL	$38.82 - $46.57 $1,669 - $2,002	-43 Reduced 0.27%	15,866 $616,000
Q1 2022 Apr 28, 2022	SELL	$45.16 - $52.01 $51,075 - $58,823	-1,131 Reduced 6.64%	15,909 $780,000
Q4 2021 Feb 01, 2022	SELL	$47.05 - $51.98 $47,708 - $52,707	-1,014 Reduced 5.62%	17,040 $881,000
Q4 2021 Feb 01, 2022	BUY	$47.05 - $51.98 $46,579 - $51,460	990 Added 5.8%	18,054 $851,000
Q3 2021 Nov 09, 2021	SELL	$46.48 - $49.7 $46,015 - $49,203	-990 Reduced 5.48%	17,064 $805,000
Q2 2021 Jul 28, 2021	BUY	$45.75 - $47.12 $825,970 - $850,704	18,054 New	18,054 $851,000

Others Institutions Holding DFUS

# of Institutions

710

Shares Held

161M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Merriman Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History