Merriman Wealth Management, LLC DFAC Holdings History
Merriman Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held 2.04 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $70.70 Mil. This investment constitutes 2.94% of their stock portfolio, and Merriman Wealth Management, LLC now holds 0.22% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Merriman Wealth Management, LLC has made 1 purchases of DFAC, at an average price of $26.54, for a total of 3.04 Mil shares. In addition, there have been 14 sales at an average price of $27.96 for 993,475.00 shares. Based on historical transaction data and DFAC's current price of $36.89, Merriman Wealth Management, LLC's estimated gain on his DFAC holdings is $22.57 Mil, reflecting a 28.00% gain to date.
Merriman Wealth Management, LLC DFAC ($36.89) Holding Chart
Merriman Wealth Management, LLC DFAC ($36.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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