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

Financial Connections 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
Q1 		$5.53M Buy
150,502
+17,285
+13% +$663K 1.92% 19
2025
Q4 		$5.07M Buy
133,217
+110,997
+500% +$4.2M 1.74% 20
2025
Q3 		$839K Buy
+22,220
New +$815K 0.33% 35

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 $24.7B 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

Financial Connections Group's DUHP Position: Q1 2026 in Review

Financial Connections Group increased its Dimensional US High Profitability ETF (DUHP) stake by 13% in Q1 2026, buying an estimated $663K and bringing the position to 150,502 shares worth $5.53M. The position accounts for 1.92% of the portfolio, ranked #19.

Financial Connections Group first reported a position in DUHP in Q3 2025 and has held it in 3 quarters since. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Financial Connections Group held 150,502 shares of Dimensional US High Profitability ETF worth $5.53M as of Q1 2026.
  • Financial Connections Group bought 17,285 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $663K.
  • Dimensional US High Profitability ETF made up 1.92% of Financial Connections Group's portfolio in Q1 2026, its #19 holding.
  • Financial Connections Group first reported a position in Dimensional US High Profitability ETF in Q3 2025 and has held it in 3 quarters since.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.