DWM
MTRN icon

Dakota Wealth Management’s Materion MTRN Stock Holding History

Dakota Wealth Management’s Portfolio MTRN Stock Details MTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Sell
8,870
-2,430
-22% -$353K 0.03% 359
2025
Q4 		$1.4M Sell
11,300
-255
-2% -$31.4K 0.03% 336
2025
Q3 		$1.4M Buy
11,555
+25
+0.2% +$2.63K 0.03% 303
2025
Q2 		$915K Buy
11,530
+740
+7% +$58.4K 0.02% 400
2025
Q1 		$880K Sell
10,790
-120
-1% -$11.3K 0.02% 396
2024
Q4 		$1.08M Buy
10,910
+165
+2% +$17.9K 0.02% 346
2024
Q3 		$1.2M Sell
10,745
-445
-4% -$49.5K 0.03% 335
2024
Q2 		$1.21M Buy
11,190
+200
+2% +$23K 0.03% 334
2024
Q1 		$1.45M Buy
+10,990
New +$1.39M 0.04% 303

Other funds holding MTRN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return