AC
DUHP icon

Applied Capital’s Dimensional US High Profitability ETF DUHP Stock Holding History

Applied Capital’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 		$15.4M Buy
370,116
+18,481
+5% +$737K 4.98% 8
2026
Q1 		$12.9M Buy
351,635
+14,090
+4% +$540K 4.83% 8
2025
Q4 		$12.8M Buy
337,545
+6,988
+2% +$265K 4.94% 8
2025
Q3 		$12.5M Buy
330,557
+13,140
+4% +$482K 5.03% 7
2025
Q2 		$11.3M Buy
317,417
+13,429
+4% +$448K 4.97% 8
2025
Q1 		$10.1M Buy
303,988
+5,104
+2% +$175K 4.94% 8
2024
Q4 		$10.1M Buy
298,884
+3,804
+1% +$132K 5.18% 7
2024
Q3 		$10.1M Buy
295,080
+14,177
+5% +$464K 5.17% 7
2024
Q2 		$8.99M Buy
280,903
+12,474
+5% +$388K 5.16% 7
2024
Q1 		$8.49M Buy
268,429
+13,327
+5% +$400K 5.04% 7
2023
Q4 		$7.3M Buy
255,102
+4,326
+2% +$116K 4.08% 7
2023
Q3 		$6.44M Buy
250,776
+11,861
+5% +$317K 3.95% 9
2023
Q2 		$6.34M Buy
238,915
+12,450
+5% +$314K 3.93% 10
2023
Q1 		$5.69M Buy
226,465
+17,385
+8% +$430K 3.8% 10
2022
Q4 		$5.02M Buy
209,080
+28,425
+16% +$674K 3.64% 10
2022
Q3 		$3.85M Buy
180,655
+65,924
+57% +$1.56M 2.65% 11
2022
Q2 		$2.58M Buy
114,731
+70,518
+159% +$1.72M 1.77% 14
2022
Q1 		$1.16M Buy
+44,213
New +$1.13M 0.74% 20

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

Applied Capital's DUHP Position: Q2 2026 in Review

Applied Capital increased its Dimensional US High Profitability ETF (DUHP) stake by 5.3% in Q2 2026, buying an estimated $737K and bringing the position to 370,116 shares worth $15.4M. The position accounts for 4.98% of the portfolio, ranked #8.

Applied Capital first reported a position in DUHP in Q1 2022 and has held it in 18 quarters since. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Applied Capital held 370,116 shares of Dimensional US High Profitability ETF worth $15.4M as of Q2 2026.
  • Applied Capital bought 18,481 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $737K.
  • Dimensional US High Profitability ETF made up 4.98% of Applied Capital's portfolio in Q2 2026, its #8 holding.
  • Applied Capital first reported a position in Dimensional US High Profitability ETF in Q1 2022 and has held it in 18 quarters since.
  • 559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Applied Capital's 13F filing for Q2 2026, filed 21 Jul 2026.