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 $307 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

$307 Million

Previous $284 Million 3.1%

% of portfolio

11.99%

Previous 12.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$33.62 - $35.69 $6.45 Million - $6.85 Million	-191,898 Reduced 2.3%	8,149,756 $275 Million
Q3 2024 Nov 12, 2024	BUY	$30.74 - $34.07 $4.01 Million - $4.44 Million	130,425 Added 1.59%	8,341,654 $284 Million
Q2 2024 Aug 13, 2024	BUY	$29.72 - $32.4 $3.21 Million - $3.5 Million	108,172 Added 1.33%	8,211,229 $263 Million
Q1 2024 May 14, 2024	BUY	$28.16 - $31.61 $8.23 Million - $9.23 Million	292,095 Added 3.74%	8,103,057 $256 Million
Q4 2023 Feb 13, 2024	BUY	$24.79 - $28.64 $653,266 - $754,721	26,352 Added 0.34%	7,810,962 $223 Million

Q3 2023 Nov 13, 2023	BUY	$25.64 - $27.32 $137,353 - $146,353	5,357 Added 0.07%	7,784,610 $200 Million
Q2 2023 Aug 14, 2023	BUY	$24.51 - $26.54 $3.33 Million - $3.6 Million	135,776 Added 1.78%	7,779,253 $206 Million
Q1 2023 May 04, 2023	BUY	$23.91 - $25.61 $7.33 Million - $7.85 Million	306,680 Added 4.18%	7,643,477 $192 Million
Q4 2022 Feb 13, 2023	BUY	$21.59 - $25.35 $4.14 Million - $4.86 Million	191,763 Added 2.68%	7,336,797 $176 Million
Q3 2022 Oct 26, 2022	BUY	$21.34 - $25.56 $11.4 Million - $13.6 Million	533,659 Added 8.07%	7,145,034 $152 Million
Q2 2022 Jul 29, 2022	BUY	$21.86 - $26.49 $143 Million - $173 Million	6,537,442 Added 8842.39%	6,611,375 $149 Million
Q1 2022 Apr 28, 2022	BUY	$24.43 - $26.86 $1.81 Million - $1.99 Million	73,933 New	73,933 $1.95 Million

Others Institutions Holding DUHP

# of Institutions

487

Shares Held

222M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History