MWM
DFUV icon

Merriman Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Merriman Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$26.5M Sell
646,928
-21,083
-3% -$895K 1.1% 17
2024
Q3 		$27.8M Sell
668,011
-11,507
-2% -$465K 1.13% 15
2024
Q2 		$26.7M Sell
679,518
-6,323
-0.9% -$250K 1.17% 15
2024
Q1 		$28.1M Sell
685,841
-21,400
-3% -$817K 1.25% 15
2023
Q4 		$26.3M Sell
707,241
-8,787
-1% -$302K 1.28% 15
2023
Q3 		$24.4M Sell
716,028
-6,317
-0.9% -$221K 1.26% 18
2023
Q2 		$24.9M Sell
722,345
-19,052
-3% -$637K 1.23% 17
2023
Q1 		$24.8M Sell
741,397
-3,310
-0.4% -$113K 1.28% 15
2022
Q4 		$24.9M Sell
744,707
-20,938
-3% -$696K 1.28% 13
2022
Q3 		$22.7M Sell
765,645
-17,213
-2% -$560K 1.49% 14
2022
Q2 		$24.7M Buy
+782,858
New +$26.1M 1.74% 13

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return