Merriman Wealth Management, LLC DFAT Holdings History
Merriman Wealth Management, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held 880,267.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $49.00 Mil. This investment constitutes 2.04% of their stock portfolio, and Merriman Wealth Management, LLC now holds 0.45% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q2. And since then Merriman Wealth Management, LLC has made 8 purchases of DFAT, at an average price of $45.34, for a total of 6.61 Mil shares. In addition, there have been 7 sales at an average price of $45.08 for 5.73 Mil shares. Based on historical transaction data and DFAT's current price of $55.90, Merriman Wealth Management, LLC's estimated gain on his DFAT holdings is $7.79 Mil, reflecting a 2.60% gain to date.
Merriman Wealth Management, LLC DFAT ($55.90) Holding Chart
Merriman Wealth Management, LLC DFAT ($55.90) 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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