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BFSG LLC’s Dimensional US High Profitability ETF DUHP Stock Holding History

BFSG LLC’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 		$10.7K Hold
257
– – ﹤0.01% 571
2026
Q1 		$9.45K Hold
257
– – ﹤0.01% 563
2025
Q4 		$9.77K Hold
257
– – ﹤0.01% 547
2025
Q3 		$9.71K Hold
257
– – ﹤0.01% 544
2025
Q2 		$9.14K Hold
257
– – ﹤0.01% 514
2025
Q1 		$8.52K Hold
257
– – ﹤0.01% 515
2024
Q4 		$8.69K Hold
257
– – ﹤0.01% 514
2024
Q3 		$8.76K Buy
+257
New +$8.42K ﹤0.01% 508

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

BFSG LLC's DUHP Position: Q2 2026 in Review

BFSG LLC held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 257 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

BFSG LLC first reported a position in DUHP in Q3 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • BFSG LLC held 257 shares of Dimensional US High Profitability ETF worth $10.7K as of Q2 2026.
  • BFSG LLC left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
  • Dimensional US High Profitability ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #571 holding.
  • BFSG LLC first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 8 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.