DFG
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Delta Financial Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Delta Financial Group’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
2025
Q1 		$270K Hold
7,975
– – 0.06% 205
2024
Q4 		$269K Buy
7,975
+23
+0.3% +$796 0.06% 206
2024
Q3 		$271K Buy
+7,952
New +$260K 0.1% 106

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 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 $6.97B AUM 16.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Delta Financial Group's DUHP Position: Q1 2025 in Review

Delta Financial Group held its Dimensional US High Profitability ETF (DUHP) position steady in Q1 2025 at 7,975 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #205.

Delta Financial Group first reported a position in DUHP in Q3 2024 and has held it in 3 quarters since. The position peaked at $271K in Q3 2024. 393 funds tracked by Wall St. Rank hold DUHP as of Q1 2025.

  • Delta Financial Group held 7,975 shares of Dimensional US High Profitability ETF worth $270K as of Q1 2025.
  • Delta Financial Group left its Dimensional US High Profitability ETF share count unchanged in Q1 2025.
  • Dimensional US High Profitability ETF made up 0.06% of Delta Financial Group's portfolio in Q1 2025, its #205 holding.
  • Delta Financial Group first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 3 quarters since.
  • Delta Financial Group's Dimensional US High Profitability ETF position peaked at $271K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.