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Manager Directed Portfolios shares owned by Merriman Wealth Management

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Merriman Wealth Management from 13F filings

Historical chart of Merriman Wealth Management investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $21M 2.1M 10.12
2024-09-30 $23M 2.0M 11.11
2024-06-30 $19M 2.0M 9.67
2024-03-31 $18M 1.8M 9.80

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Merriman Wealth Management

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
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FMR
Forum Financial Management
PFG Investments
Mission Wealth Management
Colorado Capital Management
SOA Wealth Advisors
Willow Creek Wealth Management
North Berkeley Wealth Management
HighTower Advisors
Buckingham Strategic Partners
Sand Hill Advisors

View all funds holding Manager Directed Portfolios