Beacon Financial Advisory’s Dimensional US High Profitability ETF DUHP Stock Holding History

Beacon Financial Advisory’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 Q1	$1.86M	Buy	50,550 +352	+0.7%	+$13.5K	0.42%	49
2025 Q4	$1.91M	Buy	50,198 +7,661	+18%	+$290K	0.44%	48
2025 Q3	$1.61M	Buy	42,537 +3,026	+8%	+$111K	0.37%	59
2025 Q2	$1.41M	Buy	39,511 +6,214	+19%	+$207K	0.36%	64
2025 Q1	$1.1M	Buy	33,297 +16,725	+101%	+$575K	0.33%	82
2024 Q4	$560K	Buy	16,572 +4,365	+36%	+$151K	0.18%	147
2024 Q3	$416K	Buy	12,207 +2,537	+26%	+$83.1K	0.14%	177
2024 Q2	$309K	Buy	+9,670	New	+$301K	0.12%	209

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth

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

Envestnet Asset Management

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return