Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERRIMAN WEALTH MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 188 | 2,056,764,461 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US SML CP VALU | 1 | $311,672,831 | 3,470,744 | 0.02 | 0.01 | -143,028 | -3.96 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 2 | $223,471,610 | 7,810,962 | 0.01 | 0.01 | 26,352 | 0.34 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 3 | $200,355,685 | 7,770,241 | 0.01 | 0.01 | 14,818 | 0.19 | 12-31-2023 |
| ISHARES TR | MSCI USA QLT FCT | 4 | $199,475,379 | 1,355,444 | 0.01 | 0.01 | 89,691 | 7.09 | 12-31-2023 |
