Merriman Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Merriman Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,052	Closed	-$212K	–	191
2023 Q2	$212K	Hold	9,052	–	–	0.01%	197
2023 Q1	$208K	Buy	+9,052	New	+$209K	0.01%	187
2021 Q4	–	Sell	-16,712	Closed	-$455K	–	212
2021 Q3	$455K	Buy	16,712 +6,712	+67%	+$189K	0.04%	145
2021 Q2	$296K	Buy	+10,000	New	+$290K	0.03%	183

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Merriman Wealth Management's DFAE Position: Q3 2023 in Review

Merriman Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q3 2023, closing a stake of 9,052 shares — an estimated $212K sold.

Merriman Wealth Management first reported a position in DFAE in Q2 2021 and held it in 4 quarters. The position peaked at $455K in Q3 2021. 359 funds tracked by Wall St. Rank hold DFAE as of Q3 2023.

Merriman Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
Merriman Wealth Management sold 9,052 Dimensional Emerging Core Equity Market ETF shares in Q3 2023, an estimated $212K.
Merriman Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2021 and held it in 4 quarters.
Merriman Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $455K in Q3 2021.
359 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2023.

Based on Merriman Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.