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 8,591,238 shares of DISV stock, worth $228 Million. This represents 10.57% of its overall portfolio holdings.
Number of Shares
8,591,238
Previous 8,386,412
2.44%
Holding current value
$228 Million
Previous $226 Million
10.63%
% of portfolio
10.57%
Previous 10.25%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.19MShares$31.5 Million0.05% of portfolio