FFG
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Fiduciary Financial Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Fiduciary 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 		$10.3M Buy
245,841
+21,245
+9% +$848K 1.16% 17
2026
Q1 		$8.26M Sell
224,596
-15,403
-6% -$591K 1.09% 21
2025
Q4 		$9.13M Buy
239,999
+4,541
+2% +$172K 1.29% 15
2025
Q3 		$8.89M Buy
235,458
+3,850
+2% +$141K 1.41% 14
2025
Q2 		$8.28M Buy
231,608
+9,414
+4% +$314K 1.5% 16
2025
Q1 		$6.85M Buy
222,194
+19,360
+10% +$665K 1.49% 17
2024
Q4 		$6.8M Buy
202,834
+4,937
+2% +$171K 1.48% 15
2024
Q3 		$6.76M Buy
197,897
+23,137
+13% +$758K 1.55% 15
2024
Q2 		$5.81M Buy
+174,760
New +$5.43M 1.4% 16

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

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

Fiduciary Financial Group increased its Dimensional US High Profitability ETF (DUHP) stake by 9.5% in Q2 2026, buying an estimated $848K and bringing the position to 245,841 shares worth $10.3M. The position accounts for 1.16% of the portfolio, ranked #17.

Fiduciary Financial Group first reported a position in DUHP in Q2 2024 and has held it in 9 quarters since. 261 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Fiduciary Financial Group held 245,841 shares of Dimensional US High Profitability ETF worth $10.3M as of Q2 2026.
  • Fiduciary Financial Group bought 21,245 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $848K.
  • Dimensional US High Profitability ETF made up 1.16% of Fiduciary Financial Group's portfolio in Q2 2026, its #17 holding.
  • Fiduciary Financial Group first reported a position in Dimensional US High Profitability ETF in Q2 2024 and has held it in 9 quarters since.
  • 261 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.