Merriman Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.33M	Sell	20,903 -1,742	-8%	-$112K	0.06%	73
2024 Q3	$1.41M	Sell	22,645 -490	-2%	-$29.3K	0.06%	85
2024 Q2	$1.36M	Sell	23,135 -1,599	-6%	-$90.9K	0.06%	83
2024 Q1	$1.41M	Sell	24,734 -1,461	-6%	-$79.1K	0.06%	78
2023 Q4	$1.36M	Sell	26,195 -31	-0.1%	-$1.5K	0.07%	82
2023 Q3	$1.22M	Hold	26,226	–	–	0.06%	70
2023 Q2	$1.26M	Sell	26,226 -787	-3%	-$35.8K	0.06%	88
2023 Q1	$1.2M	Sell	27,013 -253	-0.9%	-$11K	0.06%	79
2022 Q4	$1.13M	Buy	27,266 +11,400	+72%	+$477K	0.06%	84
2022 Q3	$616K	Sell	15,866 -43	-0.3%	-$1.85K	0.04%	90
2022 Q2	$648K	Hold	15,909	–	–	0.05%	87
2022 Q1	$780K	Sell	15,909 -1,131	-7%	-$54.7K	0.06%	96
2021 Q4	$881K	Sell	17,040 -24	-0.1%	-$1.21K	0.06%	113
2021 Q3	$805K	Sell	17,064 -990	-5%	-$47.9K	0.07%	110
2021 Q2	$851K	Buy	+18,054	New	+$842K	0.07%	124

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

Merriman Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 7.7% in Q4 2024, selling an estimated $112K and leaving 20,903 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #73.

Merriman Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.41M in Q1 2024. 697 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

Merriman Wealth Management held 20,903 shares of Dimensional US Equity ETF worth $1.33M as of Q4 2024.
Merriman Wealth Management sold 1,742 Dimensional US Equity ETF shares in Q4 2024, an estimated $112K.
Dimensional US Equity ETF made up 0.06% of Merriman Wealth Management's portfolio in Q4 2024, its #73 holding.
Merriman Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 15 quarters since.
Merriman Wealth Management's Dimensional US Equity ETF position peaked at $1.41M in Q1 2024.
697 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

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