MWM
DFAI

Merriman Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Merriman Wealth Management’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-40,000
Closed -$1.16M – 213
2021
Q3 		$1.16M Buy
40,000
+30,000
+300% +$888K 0.1% 97
2021
Q2 		$292K Buy
+10,000
New +$293K 0.03% 184

Other funds holding DFAI

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return

Merriman Wealth Management's DFAI Position: Q4 2021 in Review

Merriman Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2021, closing a stake of 40,000 shares — an estimated $1.16M sold.

Merriman Wealth Management first reported a position in DFAI in Q2 2021 and held it in 2 quarters. The position peaked at $1.16M in Q3 2021. 181 funds tracked by Wall St. Rank hold DFAI as of Q4 2021.

  • Merriman Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2021 after selling out during the quarter.
  • Merriman Wealth Management sold 40,000 Dimensional International Core Equity Market ETF shares in Q4 2021, an estimated $1.16M.
  • Merriman Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2021 and held it in 2 quarters.
  • Merriman Wealth Management's Dimensional International Core Equity Market ETF position peaked at $1.16M in Q3 2021.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2021.

Based on Merriman Wealth Management's 13F filing for Q4 2021, filed 1 Feb 2022.