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 $270 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
$270 Million
Previous $284 Million
3.1%
% of portfolio
11.99%
Previous 12.03%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
391Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio
-
Pure Financial Advisors, LLC5.46MShares$181 Million4.35% of portfolio