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Advyzon Investment Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Advyzon Investment 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
2026
Q2 		$226K Sell
5,407
-1,336
-20% -$53.3K 0.02% 702
2026
Q1 		$248K Buy
6,743
+504
+8% +$19.3K 0.02% 600
2025
Q4 		$237K Buy
+6,239
New +$236K 0.03% 509

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

Advyzon Investment Management's DUHP Position: Q2 2026 in Review

Advyzon Investment Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 20% in Q2 2026, selling an estimated $53.3K and leaving 5,407 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #702.

Advyzon Investment Management first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. The position peaked at $248K in Q1 2026. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Advyzon Investment Management held 5,407 shares of Dimensional US High Profitability ETF worth $226K as of Q2 2026.
  • Advyzon Investment Management sold 1,336 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $53.3K.
  • Dimensional US High Profitability ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #702 holding.
  • Advyzon Investment Management first reported a position in Dimensional US High Profitability ETF in Q4 2025 and has held it in 3 quarters since.
  • Advyzon Investment Management's Dimensional US High Profitability ETF position peaked at $248K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.