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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
Q2 		$2.4M Buy
57,482
+6,932
+14% +$277K 0.47% 41
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 $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

Beacon Financial Advisory's DUHP Position: Q2 2026 in Review

Beacon Financial Advisory increased its Dimensional US High Profitability ETF (DUHP) stake by 14% in Q2 2026, buying an estimated $277K and bringing the position to 57,482 shares worth $2.4M. The position accounts for 0.47% of the portfolio, ranked #41.

Beacon Financial Advisory first reported a position in DUHP in Q2 2024 and has held it in 9 quarters since. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Beacon Financial Advisory held 57,482 shares of Dimensional US High Profitability ETF worth $2.4M as of Q2 2026.
  • Beacon Financial Advisory bought 6,932 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $277K.
  • Dimensional US High Profitability ETF made up 0.47% of Beacon Financial Advisory's portfolio in Q2 2026, its #41 holding.
  • Beacon Financial Advisory first reported a position in Dimensional US High Profitability ETF in Q2 2024 and has held it in 9 quarters since.
  • 560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.