FFM
DUHP icon

Forum Financial Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Forum Financial 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
Q1 		$311M Buy
8,459,674
+441,967
+6% +$17M 4.4% 8
2025
Q4 		$305M Buy
8,017,707
+472,714
+6% +$17.9M 3.97% 8
2025
Q3 		$285M Buy
7,544,993
+375,593
+5% +$13.8M 3.9% 8
2025
Q2 		$255M Buy
7,169,400
+231,876
+3% +$7.74M 3.88% 8
2025
Q1 		$230M Buy
6,937,524
+63,348
+0.9% +$2.18M 3.81% 8
2024
Q4 		$232M Buy
6,874,176
+31,312
+0.5% +$1.08M 3.85% 8
2024
Q3 		$233M Buy
6,842,864
+160,574
+2% +$5.26M 3.88% 8
2024
Q2 		$214M Sell
6,682,290
-396,404
-6% -$12.3M 3.87% 8
2024
Q1 		$224M Sell
7,078,694
-119,690
-2% -$3.59M 3.82% 8
2023
Q4 		$206M Buy
7,198,384
+321,343
+5% +$8.6M 3.88% 7
2023
Q3 		$177M Buy
6,877,041
+832,066
+14% +$22.2M 3.91% 7
2023
Q2 		$160M Buy
6,044,975
+2,824,446
+88% +$71.3M 3.59% 7
2023
Q1 		$81M Buy
3,220,529
+670,626
+26% +$16.6M 2.34% 8
2022
Q4 		$61.2M Buy
2,549,903
+1,947,372
+323% +$46.2M 2.02% 8
2022
Q3 		$12.9M Buy
602,531
+502,712
+504% +$11.9M 0.62% 14
2022
Q2 		$2.25M Buy
+99,819
New +$2.43M 0.11% 54

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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM