Merriman Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.34M	Buy	94,008 +3,705	+4%	+$95.8K	0.1%	60
2024 Q3	$2.44M	Sell	90,303 -7,511	-8%	-$195K	0.1%	71
2024 Q2	$2.49M	Buy	97,814 +890	+0.9%	+$22.7K	0.11%	69
2024 Q1	$2.47M	Buy	96,924 +2,441	+3%	+$59.7K	0.11%	65
2023 Q4	$2.31M	Buy	94,483 +4,934	+6%	+$113K	0.11%	68
2023 Q3	$2.02M	Buy	89,549 +1,012	+1%	+$23.7K	0.1%	60
2023 Q2	$2.06M	Buy	88,537 +2,910	+3%	+$67.8K	0.1%	79
2023 Q1	$1.97M	Sell	85,627 -3,075	-3%	-$70.3K	0.1%	66
2022 Q4	$1.92M	Sell	88,702 -1,932	-2%	-$40.2K	0.1%	72
2022 Q3	$1.71M	Buy	90,634 +4,929	+6%	+$105K	0.11%	44
2022 Q2	$1.84M	Sell	85,705 -9,344	-10%	-$217K	0.13%	45
2022 Q1	$2.37M	Buy	95,049 +2,420	+3%	+$61.3K	0.19%	51
2021 Q4	$2.42M	Buy	92,629 +8,711	+10%	+$228K	0.18%	63
2021 Q3	$2.17M	Buy	+83,918	New	+$2.22M	0.18%	66

Other funds holding DFAX

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return