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Discipline Wealth Solutions’s Dimensional US High Profitability ETF DUHP Stock Holding History

Discipline Wealth Solutions’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 		$29M Sell
694,265
-23,657
-3% -$944K 2.53% 12
2026
Q1 		$26.4M Buy
717,922
+424,158
+144% +$16.3M 2.78% 12
2025
Q4 		$11.2M Buy
293,764
+240,843
+455% +$9.12M 2.07% 11
2025
Q3 		$2M Buy
52,921
+41,501
+363% +$1.52M 0.53% 40
2025
Q2 		$406K Buy
+11,420
New +$381K 0.16% 66
2024
Q3 		– Sell
-7,283
Closed -$233K – 69
2024
Q2 		$233K Buy
+7,283
New +$226K 0.18% 24

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Discipline Wealth Solutions's DUHP Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Dimensional US High Profitability ETF (DUHP) stake by 3.3% in Q2 2026, selling an estimated $944K and leaving 694,265 shares worth $29M. The position accounts for 2.53% of the portfolio, ranked #12.

Discipline Wealth Solutions first reported a position in DUHP in Q2 2024 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Discipline Wealth Solutions held 694,265 shares of Dimensional US High Profitability ETF worth $29M as of Q2 2026.
  • Discipline Wealth Solutions sold 23,657 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $944K.
  • Dimensional US High Profitability ETF made up 2.53% of Discipline Wealth Solutions's portfolio in Q2 2026, its #12 holding.
  • Discipline Wealth Solutions first reported a position in Dimensional US High Profitability ETF in Q2 2024 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.