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Capstone Wealth Management (Alabama)’s Dimensional US High Profitability ETF DUHP Stock Holding History

Capstone Wealth Management (Alabama)’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 		$335K Sell
8,017
-49
-0.6% -$1.96K 0.16% 103
2026
Q1 		$297K Buy
+8,066
New +$309K 0.21% 43

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s DUHP Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) reduced its Dimensional US High Profitability ETF (DUHP) stake by 0.61% in Q2 2026, selling an estimated $1.96K and leaving 8,017 shares worth $335K. The position accounts for 0.16% of the portfolio, ranked #103.

Capstone Wealth Management (Alabama) first reported a position in DUHP in Q1 2026 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 8,017 shares of Dimensional US High Profitability ETF worth $335K as of Q2 2026.
  • Capstone Wealth Management (Alabama) sold 49 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.96K.
  • Dimensional US High Profitability ETF made up 0.16% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #103 holding.
  • Capstone Wealth Management (Alabama) first reported a position in Dimensional US High Profitability ETF in Q1 2026 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.