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CGN Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

CGN Advisors’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
Q1 		– Sell
-12,600
Closed -$479K – 321
2025
Q4 		$479K Hold
12,600
– – 0.04% 226
2025
Q3 		$476K Sell
12,600
-2,154
-15% -$79K 0.04% 219
2025
Q2 		$525K Hold
14,754
– – 0.05% 218
2025
Q1 		$489K Hold
14,754
– – 0.05% 218
2024
Q4 		$499K Hold
14,754
– – 0.05% 212
2024
Q3 		$503K Sell
14,754
-1,534
-9% -$50.2K 0.05% 206
2024
Q2 		$521K Sell
16,288
-235
-1% -$7.31K 0.06% 195
2024
Q1 		$522K Buy
16,523
+460
+3% +$13.8K 0.07% 181
2023
Q4 		$460K Hold
16,063
– – 0.06% 182
2023
Q3 		$413K Buy
16,063
+6,722
+72% +$180K 0.06% 191
2023
Q2 		$248K Buy
9,341
+847
+10% +$21.4K 0.04% 208
2023
Q1 		$214K Buy
+8,494
New +$210K 0.03% 211

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CGN Advisors's DUHP Position: Q1 2026 in Review

CGN Advisors sold out of Dimensional US High Profitability ETF (DUHP) in Q1 2026, closing a stake of 12,600 shares — an estimated $479K sold.

CGN Advisors first reported a position in DUHP in Q1 2023 and held it in 12 quarters. The position peaked at $525K in Q2 2025. 541 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • CGN Advisors reported no remaining Dimensional US High Profitability ETF position as of Q1 2026 after selling out during the quarter.
  • CGN Advisors sold 12,600 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $479K.
  • CGN Advisors first reported a position in Dimensional US High Profitability ETF in Q1 2023 and held it in 12 quarters.
  • CGN Advisors's Dimensional US High Profitability ETF position peaked at $525K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on CGN Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.