MWM
DFUS

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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return