DI
DUHP icon

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
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 2.31% 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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return