MWM
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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

Other funds holding DFUV

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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 $2.52B AUM 26.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Merriman Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3.2% in Q4 2024, selling an estimated $895K and leaving 646,928 shares worth $26.5M. The position accounts for 1.1% of the portfolio, ranked #17.

Merriman Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 11 quarters since. The position peaked at $28.1M in Q1 2024. 669 funds tracked by Wall St. Rank hold DFUV as of Q4 2024.

  • Merriman Wealth Management held 646,928 shares of Dimensional US Marketwide Value ETF worth $26.5M as of Q4 2024.
  • Merriman Wealth Management sold 21,083 Dimensional US Marketwide Value ETF shares in Q4 2024, an estimated $895K.
  • Dimensional US Marketwide Value ETF made up 1.1% of Merriman Wealth Management's portfolio in Q4 2024, its #17 holding.
  • Merriman Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 11 quarters since.
  • Merriman Wealth Management's Dimensional US Marketwide Value ETF position peaked at $28.1M in Q1 2024.
  • 669 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2024.

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