EFG
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Elevated Financial Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Elevated Financial Group’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 		$209K Sell
5,004
-545
-10% -$21.7K 0.06% 122
2026
Q1 		$204K Sell
5,549
-713
-11% -$27.3K 0.07% 134
2025
Q4 		$238K Buy
+6,262
New +$237K 0.08% 119

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

Elevated Financial Group's DUHP Position: Q2 2026 in Review

Elevated Financial Group reduced its Dimensional US High Profitability ETF (DUHP) stake by 9.8% in Q2 2026, selling an estimated $21.7K and leaving 5,004 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #122.

Elevated Financial Group first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. The position peaked at $238K in Q4 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Elevated Financial Group held 5,004 shares of Dimensional US High Profitability ETF worth $209K as of Q2 2026.
  • Elevated Financial Group sold 545 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $21.7K.
  • Dimensional US High Profitability ETF made up 0.06% of Elevated Financial Group's portfolio in Q2 2026, its #122 holding.
  • Elevated Financial Group first reported a position in Dimensional US High Profitability ETF in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's Dimensional US High Profitability ETF position peaked at $238K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.