Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERRIMAN WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 202 | 2,243,655,566 |
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 | $334,434,831 | 3,568,828 | 0.01 | 0.02 | 98,084 | 2.83 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 2 | $256,137,625 | 8,103,057 | 0.01 | 0.01 | 292,095 | 3.74 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 3 | $226,519,831 | 1,378,277 | 0.01 | 0.01 | 22,833 | 1.68 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 4 | $221,141,366 | 8,133,187 | 0.01 | 0.01 | 362,946 | 4.67 | 03-31-2024 |
