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

Envision 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 		$19.8M Buy
475,633
+14,206
+3% +$567K 6.46% 4
2026
Q1 		$17M Buy
461,427
+22,024
+5% +$845K 6.14% 6
2025
Q4 		$16.7M Buy
439,403
+7,735
+2% +$293K 6.32% 6
2025
Q3 		$16.3M Buy
431,668
+25,655
+6% +$941K 6.91% 5
2025
Q2 		$14.4M Sell
406,013
-2,910
-0.7% -$97.2K 6.75% 5
2025
Q1 		$13.6M Sell
408,923
-1,890
-0.5% -$64.9K 6.91% 5
2024
Q4 		$13.9M Buy
410,813
+10,305
+3% +$357K 7.17% 4
2024
Q3 		$13.6M Buy
400,508
+246,967
+161% +$8.09M 7.18% 5
2024
Q2 		$4.91M Buy
153,541
+21,610
+16% +$672K 3.75% 9
2024
Q1 		$4.17M Buy
131,931
+17,862
+16% +$535K 3.37% 9
2023
Q4 		$3.26M Buy
114,069
+19,691
+21% +$527K 2.86% 12
2023
Q3 		$2.42M Buy
+94,378
New +$2.52M 2.4% 15

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

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

Envision Financial Planning increased its Dimensional US High Profitability ETF (DUHP) stake by 3.1% in Q2 2026, buying an estimated $567K and bringing the position to 475,633 shares worth $19.8M. The position accounts for 6.46% of the portfolio, ranked #4.

Envision Financial Planning first reported a position in DUHP in Q3 2023 and has held it in 12 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Envision Financial Planning held 475,633 shares of Dimensional US High Profitability ETF worth $19.8M as of Q2 2026.
  • Envision Financial Planning bought 14,206 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $567K.
  • Dimensional US High Profitability ETF made up 6.46% of Envision Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Envision Financial Planning first reported a position in Dimensional US High Profitability ETF in Q3 2023 and has held it in 12 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.