Clune & Associates’s Dimensional US High Profitability ETF DUHP Stock Holding History

Clune & Associates’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	$746K	Buy	17,887 +2	+0%	+$80	0.11%	94
2026 Q1	$657K	Buy	17,885 +2	+0%	+$77	0.12%	105
2025 Q4	$680K	Buy	17,883 +2	+0%	+$76	0.15%	103
2025 Q3	$675K	Buy	17,881 +3	+0%	+$110	0.17%	100
2025 Q2	$636K	Buy	17,878 +3	+0%	+$100	0.17%	97
2025 Q1	$592K	Buy	17,875 +3	+0%	+$103	0.18%	95
2024 Q4	$604K	Buy	+17,872	New	+$618K	0.2%	91

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Clune & Associates's DUHP Position: Q2 2026 in Review

Clune & Associates increased its Dimensional US High Profitability ETF (DUHP) stake by 0.01% in Q2 2026, buying an estimated $80 and bringing the position to 17,887 shares worth $746K. The position accounts for 0.11% of the portfolio, ranked #94.

Clune & Associates first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Clune & Associates held 17,887 shares of Dimensional US High Profitability ETF worth $746K as of Q2 2026.
Clune & Associates bought 2 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $80.
Dimensional US High Profitability ETF made up 0.11% of Clune & Associates's portfolio in Q2 2026, its #94 holding.
Clune & Associates first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.