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Bedel Financial Consulting’s Dimensional US High Profitability ETF DUHP Stock Holding History

Bedel Financial Consulting’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 		$619K Buy
14,841
+24
+0.2% +$957 0.06% 155
2026
Q1 		$545K Buy
14,817
+9,148
+161% +$351K 0.06% 161
2025
Q4 		$216K Buy
5,669
+3
+0.1% +$114 0.02% 271
2025
Q3 		$214K Buy
5,666
+3
+0.1% +$110 0.03% 268
2025
Q2 		$201K Buy
+5,663
New +$189K 0.03% 267

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

Bedel Financial Consulting's DUHP Position: Q2 2026 in Review

Bedel Financial Consulting increased its Dimensional US High Profitability ETF (DUHP) stake by 0.16% in Q2 2026, buying an estimated $957 and bringing the position to 14,841 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #155.

Bedel Financial Consulting first reported a position in DUHP in Q2 2025 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Bedel Financial Consulting held 14,841 shares of Dimensional US High Profitability ETF worth $619K as of Q2 2026.
  • Bedel Financial Consulting bought 24 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $957.
  • Dimensional US High Profitability ETF made up 0.06% of Bedel Financial Consulting's portfolio in Q2 2026, its #155 holding.
  • Bedel Financial Consulting first reported a position in Dimensional US High Profitability ETF in Q2 2025 and has held it in 5 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.