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Asset Planning Corporation’s Dimensional US High Profitability ETF DUHP Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$18M Buy
476,750
+12,122
+3% +$444K 8.54% 4
2025
Q2 		$16.5M Buy
+464,628
New +$15.5M 8.79% 3

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Asset Planning Corporation's DUHP Position: Q3 2025 in Review

Asset Planning Corporation increased its Dimensional US High Profitability ETF (DUHP) stake by 2.6% in Q3 2025, buying an estimated $444K and bringing the position to 476,750 shares worth $18M. The position accounts for 8.54% of the portfolio, ranked #4.

Asset Planning Corporation first reported a position in DUHP in Q2 2025 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

  • Asset Planning Corporation held 476,750 shares of Dimensional US High Profitability ETF worth $18M as of Q3 2025.
  • Asset Planning Corporation bought 12,122 Dimensional US High Profitability ETF shares in Q3 2025, an estimated $444K.
  • Dimensional US High Profitability ETF made up 8.54% of Asset Planning Corporation's portfolio in Q3 2025, its #4 holding.
  • Asset Planning Corporation first reported a position in Dimensional US High Profitability ETF in Q2 2025 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.