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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
2024-09-30 $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)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Emerging Mkt Val (AVES)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Merriman Wealth Management

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios