MFG
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Merit Financial Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Merit Financial Group’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.21M Sell
52,912
-1,054
-2% -$42K 0.01% 712
2026
Q1 		$1.98M Buy
53,966
+47,131
+690% +$1.81M 0.01% 687
2025
Q4 		$260K Buy
6,835
+518
+8% +$19.6K ﹤0.01% 1647
2025
Q3 		$239K Buy
6,317
+3
+0% +$110 ﹤0.01% 1565
2025
Q2 		$225K Sell
6,314
-154
-2% -$5.14K ﹤0.01% 1492
2025
Q1 		$214K Buy
+6,468
New +$222K ﹤0.01% 1265

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Merit Financial Group reduced its Dimensional US High Profitability ETF (DUHP) stake by 2% in Q2 2026, selling an estimated $42K and leaving 52,912 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #712.

Merit Financial Group first reported a position in DUHP in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Merit Financial Group held 52,912 shares of Dimensional US High Profitability ETF worth $2.21M as of Q2 2026.
  • Merit Financial Group sold 1,054 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $42K.
  • Dimensional US High Profitability ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #712 holding.
  • Merit Financial Group first reported a position in Dimensional US High Profitability ETF in Q1 2025 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

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