Merriman Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Merriman Wealth Management’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
2024 Q4	$275M	Sell	8,149,756 -191,898	-2%	-$6.64M	11.46%	2
2024 Q3	$284M	Buy	8,341,654 +130,425	+2%	+$4.27M	11.54%	2
2024 Q2	$263M	Buy	8,211,229 +108,172	+1%	+$3.36M	11.48%	2
2024 Q1	$256M	Buy	8,103,057 +292,095	+4%	+$8.76M	11.42%	2
2023 Q4	$223M	Buy	7,810,962 +26,352	+0.3%	+$705K	10.87%	2
2023 Q3	$200M	Buy	7,784,610 +5,357	+0.1%	+$143K	10.34%	2
2023 Q2	$206M	Buy	7,779,253 +135,776	+2%	+$3.43M	10.17%	2
2023 Q1	$192M	Buy	7,643,477 +306,680	+4%	+$7.59M	9.9%	2
2022 Q4	$176M	Buy	7,336,797 +191,763	+3%	+$4.55M	9.03%	3
2022 Q3	$152M	Buy	7,145,034 +533,659	+8%	+$12.6M	9.99%	2
2022 Q2	$149M	Buy	6,611,375 +6,537,442	+8,842%	+$159M	10.46%	3
2022 Q1	$1.95M	Buy	+73,933	New	+$1.89M	0.16%	54

Other funds holding DUHP

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 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 $6.97B AUM 16.14% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Merriman Wealth Management's DUHP Position: Q4 2024 in Review

Merriman Wealth Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 2.3% in Q4 2024, selling an estimated $6.64M and leaving 8,149,756 shares worth $275M. The position accounts for 11.46% of the portfolio, ranked #2.

Merriman Wealth Management first reported a position in DUHP in Q1 2022 and has held it in 12 quarters since. The position peaked at $284M in Q3 2024. 381 funds tracked by Wall St. Rank hold DUHP as of Q4 2024.

Merriman Wealth Management held 8,149,756 shares of Dimensional US High Profitability ETF worth $275M as of Q4 2024.
Merriman Wealth Management sold 191,898 Dimensional US High Profitability ETF shares in Q4 2024, an estimated $6.64M.
Dimensional US High Profitability ETF made up 11.46% of Merriman Wealth Management's portfolio in Q4 2024, its #2 holding.
Merriman Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2022 and has held it in 12 quarters since.
Merriman Wealth Management's Dimensional US High Profitability ETF position peaked at $284M in Q3 2024.
381 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.