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Donalies Financial Planning’s Dimensional US High Profitability ETF DUHP Stock Holding History

Donalies Financial Planning’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 		$1.86M Buy
44,601
+2,176
+5% +$86.8K 1.37% 20
2026
Q1 		$1.56M Sell
42,425
-2,524
-6% -$96.8K 1.33% 20
2025
Q4 		$1.71M Buy
+44,949
New +$1.7M 1.46% 20

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

Donalies Financial Planning's DUHP Position: Q2 2026 in Review

Donalies Financial Planning increased its Dimensional US High Profitability ETF (DUHP) stake by 5.1% in Q2 2026, buying an estimated $86.8K and bringing the position to 44,601 shares worth $1.86M. The position accounts for 1.37% of the portfolio, ranked #20.

Donalies Financial Planning first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Donalies Financial Planning held 44,601 shares of Dimensional US High Profitability ETF worth $1.86M as of Q2 2026.
  • Donalies Financial Planning bought 2,176 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $86.8K.
  • Dimensional US High Profitability ETF made up 1.37% of Donalies Financial Planning's portfolio in Q2 2026, its #20 holding.
  • Donalies Financial Planning first reported a position in Dimensional US High Profitability ETF in Q4 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.