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City State Bank’s Dimensional US High Profitability ETF DUHP Stock Holding History

City State Bank’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 		$4.89M Buy
117,273
+13,986
+14% +$558K 1.12% 26
2026
Q1 		$3.8M Buy
103,287
+25,448
+33% +$976K 0.99% 28
2025
Q4 		$2.96M Buy
77,839
+18,084
+30% +$685K 0.81% 34
2025
Q3 		$2.26M Buy
59,755
+13,096
+28% +$480K 0.65% 37
2025
Q2 		$1.66M Buy
46,659
+6,960
+18% +$232K 0.52% 50
2025
Q1 		$1.32M Buy
39,699
+24,255
+157% +$833K 0.43% 51
2024
Q4 		$522K Buy
15,444
+1,366
+10% +$47.3K 0.18% 113
2024
Q3 		$480K Buy
14,078
+4,403
+46% +$144K 0.17% 116
2024
Q2 		$310K Buy
9,675
+2,675
+38% +$83.2K 0.13% 144
2024
Q1 		$221K Buy
+7,000
New +$210K 0.1% 173

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

City State Bank's DUHP Position: Q2 2026 in Review

City State Bank increased its Dimensional US High Profitability ETF (DUHP) stake by 14% in Q2 2026, buying an estimated $558K and bringing the position to 117,273 shares worth $4.89M. The position accounts for 1.12% of the portfolio, ranked #26.

City State Bank first reported a position in DUHP in Q1 2024 and has held it in 10 quarters since. 258 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • City State Bank held 117,273 shares of Dimensional US High Profitability ETF worth $4.89M as of Q2 2026.
  • City State Bank bought 13,986 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $558K.
  • Dimensional US High Profitability ETF made up 1.12% of City State Bank's portfolio in Q2 2026, its #26 holding.
  • City State Bank first reported a position in Dimensional US High Profitability ETF in Q1 2024 and has held it in 10 quarters since.
  • 258 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.