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Disciplined Equity Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Disciplined Equity Management’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 		$452K Hold
10,840
– – 0.2% 34
2026
Q1 		$398K Hold
10,840
– – 0.2% 37
2025
Q4 		$412K Hold
10,840
– – 0.21% 35
2025
Q3 		$409K Buy
+10,840
New +$397K 0.22% 35

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

Disciplined Equity Management's DUHP Position: Q2 2026 in Review

Disciplined Equity Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 10,840 shares worth $452K. The position accounts for 0.2% of the portfolio, ranked #34.

Disciplined Equity Management first reported a position in DUHP in Q3 2025 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Disciplined Equity Management held 10,840 shares of Dimensional US High Profitability ETF worth $452K as of Q2 2026.
  • Disciplined Equity Management left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
  • Dimensional US High Profitability ETF made up 0.2% of Disciplined Equity Management's portfolio in Q2 2026, its #34 holding.
  • Disciplined Equity Management first reported a position in Dimensional US High Profitability ETF in Q3 2025 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.