Merriman Wealth Management, LLC DISV Holdings History
Merriman Wealth Management, LLC's Dimensional International Small Cap Value ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held 8.87 Mil shares of Dimensional International Small Cap Value ETF(DISV), totaling $235.55 Mil. This investment constitutes 9.81% of their stock portfolio, and Merriman Wealth Management, LLC now holds 10.44% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2022Q1. And since then Merriman Wealth Management, LLC has made 12 purchases of DISV, at an average price of $23.30, for a total of 8.87 Mil shares. Based on historical transaction data and DISV's current price of $33.94, Merriman Wealth Management, LLC's estimated gain on his DISV holdings is $94.32 Mil, reflecting a 45.66% gain to date.
Merriman Wealth Management, LLC DISV ($33.94) Holding Chart
Merriman Wealth Management, LLC DISV ($33.94) 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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