Fortis Capital Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Fortis Capital Management’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	$560K	Hold	13,420	–	–	0.06%	129
2026 Q1	$493K	Hold	13,420	–	–	0.05%	135
2025 Q4	$510K	Hold	13,420	–	–	0.07%	118
2025 Q3	$507K	Hold	13,420	–	–	0.07%	112
2025 Q2	$477K	Hold	13,420	–	–	0.07%	109
2025 Q1	$445K	Hold	13,420	–	–	0.09%	107
2024 Q4	$453K	Buy	13,420 +33	+0.2%	+$1.14K	0.08%	96
2024 Q3	$456K	Buy	13,387 +35	+0.3%	+$1.15K	0.09%	97
2024 Q2	$427K	Buy	13,352 +37	+0.3%	+$1.15K	0.09%	99
2024 Q1	$421K	Buy	13,315 +28	+0.2%	+$839	0.11%	83
2023 Q4	$380K	Buy	13,287 +56	+0.4%	+$1.5K	0.1%	110
2023 Q3	$340K	Sell	13,231 -9,768	-42%	-$261K	0.11%	109
2023 Q2	$610K	Buy	22,999 +13,177	+134%	+$333K	0.22%	64
2023 Q1	$247K	Buy	+9,822	New	+$243K	0.1%	86

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Fortis Capital Management's DUHP Position: Q2 2026 in Review

Fortis Capital Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 13,420 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #129.

Fortis Capital Management first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. The position peaked at $610K in Q2 2023. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Fortis Capital Management held 13,420 shares of Dimensional US High Profitability ETF worth $560K as of Q2 2026.
Fortis Capital Management left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
Dimensional US High Profitability ETF made up 0.06% of Fortis Capital Management's portfolio in Q2 2026, its #129 holding.
Fortis Capital Management first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 14 quarters since.
Fortis Capital Management's Dimensional US High Profitability ETF position peaked at $610K in Q2 2023.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.