MWM
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Merriman Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Merriman Wealth Management’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$23.8M Sell
669,875
-1,951
-0.3% -$71.5K 0.99% 18
2024
Q3 		$25.6M Buy
671,826
+20,339
+3% +$752K 1.04% 16
2024
Q2 		$23.4M Buy
651,487
+1,235
+0.2% +$45.5K 1.02% 16
2024
Q1 		$23.9M Buy
650,252
+17,674
+3% +$613K 1.07% 16
2023
Q4 		$21.7M Sell
632,578
-103,887
-14% -$3.39M 1.06% 16
2023
Q3 		$24M Sell
736,465
-1,357,103
-65% -$45.2M 1.24% 19
2023
Q2 		$68.8M Buy
2,093,568
+1,440,831
+221% +$47.3M 3.39% 8
2023
Q1 		$21M Sell
652,737
-24,711
-4% -$798K 1.08% 18
2022
Q4 		$20.6M Buy
677,448
+9,747
+1% +$283K 1.06% 16
2022
Q3 		$17.2M Sell
667,701
-30,036
-4% -$858K 1.13% 15
2022
Q2 		$20.2M Buy
697,737
+127,172
+22% +$4.05M 1.42% 14
2022
Q1 		$19.1M Sell
570,565
-76,053
-12% -$2.57M 1.57% 12
2021
Q4 		$21.2M Sell
646,618
-5,995
-0.9% -$199K 1.55% 12
2021
Q3 		$21.4M Buy
+652,613
New +$21.6M 1.78% 10

Other funds holding DFIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Merriman Wealth Management's DFIV Position: Q4 2024 in Review

Merriman Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 0.29% in Q4 2024, selling an estimated $71.5K and leaving 669,875 shares worth $23.8M. The position accounts for 0.99% of the portfolio, ranked #18.

Merriman Wealth Management first reported a position in DFIV in Q3 2021 and has held it in 14 quarters since. The position peaked at $68.8M in Q2 2023. 604 funds tracked by Wall St. Rank hold DFIV as of Q4 2024.

  • Merriman Wealth Management held 669,875 shares of Dimensional International Value ETF worth $23.8M as of Q4 2024.
  • Merriman Wealth Management sold 1,951 Dimensional International Value ETF shares in Q4 2024, an estimated $71.5K.
  • Dimensional International Value ETF made up 0.99% of Merriman Wealth Management's portfolio in Q4 2024, its #18 holding.
  • Merriman Wealth Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 14 quarters since.
  • Merriman Wealth Management's Dimensional International Value ETF position peaked at $68.8M in Q2 2023.
  • 604 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.