MWM
Merriman Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $26.5M | Sell |
646,928
-21,083
| -3% | -$863K | 1.1% | 17 |
|
|
2024
Q3 | $27.8M | Sell |
668,011
-11,507
| -2% | -$480K | 1.13% | 15 |
|
|
2024
Q2 | $26.7M | Sell |
679,518
-6,323
| -0.9% | -$248K | 1.17% | 15 |
|
|
2024
Q1 | $28.1M | Sell |
685,841
-21,400
| -3% | -$875K | 1.25% | 15 |
|
|
2023
Q4 | $26.3M | Sell |
707,241
-8,787
| -1% | -$327K | 1.28% | 15 |
|
|
2023
Q3 | $24.4M | Sell |
716,028
-6,317
| -0.9% | -$215K | 1.26% | 18 |
|
|
2023
Q2 | $24.9M | Sell |
722,345
-19,052
| -3% | -$657K | 1.23% | 17 |
|
|
2023
Q1 | $24.8M | Sell |
741,397
-3,310
| -0.4% | -$111K | 1.28% | 15 |
|
|
2022
Q4 | $24.9M | Sell |
744,707
-20,938
| -3% | -$701K | 1.28% | 13 |
|
|
2022
Q3 | $22.7M | Sell |
765,645
-17,213
| -2% | -$510K | 1.49% | 14 |
|
|
2022
Q2 | $24.7M | Buy |
+782,858
| New | +$24.7M | 1.74% | 13 |
|