Merriman Wealth Management, LLC: DFUV position timeline

Merriman Wealth Management, LLC held 646,928 DFUV shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 646,928 shares

   Change vs previous 13F -21,083 shares

   1.1% of the 13F portfolio, value $26,472,314.

   13F-HR 0001765380-25-000101 filed by Merriman Wealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 668,011 shares

   Change vs previous 13F -11,507 shares

   1.13% of the 13F portfolio, value $27,849,366.

   13F-HR 0001765380-24-000420 filed by Merriman Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 679,518 shares

   Change vs previous 13F -6,323 shares

   1.17% of the 13F portfolio, value $26,684,666.

   13F-HR 0001765380-24-000334 filed by Merriman Wealth Management, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 685,841 shares

   Change vs previous 13F -21,400 shares

   1.25% of the 13F portfolio, value $28,050,915.

   13F-HR 0001765380-24-000221 filed by Merriman Wealth Management, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 707,241 shares

   Change vs previous 13F -8,787 shares

   1.28% of the 13F portfolio, value $26,323,507.

   13F-HR 0001765380-24-000123 filed by Merriman Wealth Management, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 716,028 shares

   Change vs previous 13F -6,317 shares

   1.26% of the 13F portfolio, value $24,359,278.

   13F-HR 0001765380-23-000238 filed by Merriman Wealth Management, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 722,345 shares

   Change vs previous 13F -19,052 shares

   1.23% of the 13F portfolio, value $24,920,894.

   13F-HR 0001765380-23-000177 filed by Merriman Wealth Management, LLC
   Filed 2023-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 741,397 shares

   Change vs previous 13F not available

   1.28% of the 13F portfolio, value $24,821,960.

   13F-HR 0001765380-23-000101 filed by Merriman Wealth Management, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).