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1620 Investment Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

1620 Investment Advisors’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 		$12.4K Sell
296
-300
-50% -$12K 0.01% 470
2026
Q1 		$21.9K Buy
596
+300
+101% +$11.5K 0.01% 388
2025
Q4 		$11.3K Buy
+296
New +$11.2K 0.01% 451

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

1620 Investment Advisors's DUHP Position: Q2 2026 in Review

1620 Investment Advisors reduced its Dimensional US High Profitability ETF (DUHP) stake by 50% in Q2 2026, selling an estimated $12K and leaving 296 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #470.

1620 Investment Advisors first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.9K in Q1 2026. 228 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • 1620 Investment Advisors held 296 shares of Dimensional US High Profitability ETF worth $12.4K as of Q2 2026.
  • 1620 Investment Advisors sold 300 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $12K.
  • Dimensional US High Profitability ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #470 holding.
  • 1620 Investment Advisors first reported a position in Dimensional US High Profitability ETF in Q4 2025 and has held it in 3 quarters since.
  • 1620 Investment Advisors's Dimensional US High Profitability ETF position peaked at $21.9K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.