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Benchmark Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Benchmark Wealth Management’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
Q2 		$973K Buy
27,372
+6,443
+31% +$215K 0.43% 30
2025
Q1 		$694K Buy
+20,929
New +$719K 0.34% 33

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Benchmark Wealth Management's DUHP Position: Q2 2025 in Review

Benchmark Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 31% in Q2 2025, buying an estimated $215K and bringing the position to 27,372 shares worth $973K. The position accounts for 0.43% of the portfolio, ranked #30.

Benchmark Wealth Management first reported a position in DUHP in Q1 2025 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

  • Benchmark Wealth Management held 27,372 shares of Dimensional US High Profitability ETF worth $973K as of Q2 2025.
  • Benchmark Wealth Management bought 6,443 Dimensional US High Profitability ETF shares in Q2 2025, an estimated $215K.
  • Dimensional US High Profitability ETF made up 0.43% of Benchmark Wealth Management's portfolio in Q2 2025, its #30 holding.
  • Benchmark Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2025 and has held it in 2 quarters since.
  • 431 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.