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

Disciplined Investments’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	$8.67M	Buy	207,790 +16,161	+8%	+$645K	2.8%	10
2026 Q1	$7.04M	Buy	191,629 +26,244	+16%	+$1.01M	2.53%	12
2025 Q4	$6.29M	Buy	165,385 +11,987	+8%	+$454K	2.42%	12
2025 Q3	$5.79M	Buy	153,398 +13,012	+9%	+$477K	2.3%	13
2025 Q2	$4.99M	Buy	140,386 +41,119	+41%	+$1.37M	2.11%	15
2025 Q1	$3.29M	Buy	99,267 +53,425	+117%	+$1.84M	1.51%	20
2024 Q4	$1.55M	Buy	45,842 +7,147	+18%	+$247K	0.76%	43
2024 Q3	$1.32M	Buy	38,695 +19,963	+107%	+$654K	0.65%	47
2024 Q2	$599K	Buy	18,732 +7,441	+66%	+$231K	0.32%	70
2024 Q1	$357K	Buy	11,291 +3,113	+38%	+$93.3K	0.19%	89
2023 Q4	$234K	Buy	8,178 +4	+0%	+$107	0.14%	99
2023 Q3	$210K	Buy	8,174 +1,552	+23%	+$41.5K	0.13%	104
2023 Q2	$176K	Sell	6,622 -6,599	-50%	-$167K	0.09%	120
2023 Q1	$332K	Buy	13,221 +11,090	+520%	+$274K	0.14%	109
2022 Q4	$51.2K	Buy	2,131 +504	+31%	+$11.9K	0.03%	197
2022 Q3	$35K	Buy	1,627 +824	+103%	+$19.5K	0.02%	253
2022 Q2	$18K	Buy	+803	New	+$19.6K	0.01%	328

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

Disciplined Investments's DUHP Position: Q2 2026 in Review

Disciplined Investments increased its Dimensional US High Profitability ETF (DUHP) stake by 8.4% in Q2 2026, buying an estimated $645K and bringing the position to 207,790 shares worth $8.67M. The position accounts for 2.8% of the portfolio, ranked #10.

Disciplined Investments first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Disciplined Investments held 207,790 shares of Dimensional US High Profitability ETF worth $8.67M as of Q2 2026.
Disciplined Investments bought 16,161 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $645K.
Dimensional US High Profitability ETF made up 2.8% of Disciplined Investments's portfolio in Q2 2026, its #10 holding.
Disciplined Investments first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.