MFG
DFUS

Merit Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Merit Financial Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.38M Sell
28,993
-1,154
-4% -$91.3K 0.01% 680
2026
Q1 		$2.14M Buy
30,147
+997
+3% +$73.9K 0.02% 652
2025
Q4 		$2.16M Sell
29,150
-1,372
-4% -$101K 0.02% 619
2025
Q3 		$2.21M Buy
30,522
+1,978
+7% +$138K 0.02% 542
2025
Q2 		$1.91M Buy
28,544
+4,828
+20% +$299K 0.02% 539
2025
Q1 		$1.43M Buy
23,716
+2,136
+10% +$136K 0.02% 523
2024
Q4 		$1.38M Sell
21,580
-442
-2% -$28.3K 0.02% 428
2024
Q3 		$1.37M Buy
22,022
+1,958
+10% +$117K 0.03% 349
2024
Q2 		$1.18M Buy
20,064
+132
+0.7% +$7.5K 0.03% 369
2024
Q1 		$1.11M Buy
19,932
+3,541
+22% +$192K 0.03% 378
2023
Q4 		$850K Buy
16,391
+7,598
+86% +$368K 0.03% 353
2023
Q3 		$409K Sell
8,793
-428
-5% -$20.7K 0.01% 501
2023
Q2 		$444K Hold
9,221
– – 0.01% 494
2023
Q1 		$410K Hold
9,221
– – 0.01% 445
2022
Q4 		$384K Sell
9,221
-232
-2% -$9.7K 0.01% 479
2022
Q3 		$367K Sell
9,453
-425
-4% -$18.3K 0.02% 400
2022
Q2 		$403K Sell
9,878
-424
-4% -$18.8K 0.01% 393
2022
Q1 		$505K Hold
10,302
– – 0.03% 233
2021
Q4 		$533K Sell
10,302
-400
-4% -$20.1K 0.05% 161
2021
Q3 		$505K Hold
10,702
– – 0.05% 157
2021
Q2 		$504K Buy
+10,702
New +$499K 0.05% 158

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Merit Financial Group's DFUS Position: Q2 2026 in Review

Merit Financial Group reduced its Dimensional US Equity ETF (DFUS) stake by 3.8% in Q2 2026, selling an estimated $91.3K and leaving 28,993 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #680.

Merit Financial Group first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Merit Financial Group held 28,993 shares of Dimensional US Equity ETF worth $2.38M as of Q2 2026.
  • Merit Financial Group sold 1,154 Dimensional US Equity ETF shares in Q2 2026, an estimated $91.3K.
  • Dimensional US Equity ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #680 holding.
  • Merit Financial Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.