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Foundation Wealth Management (Pennsylvania)’s Dimensional US High Profitability ETF DUHP Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$17.4M Buy
417,293
+38,193
+10% +$1.52M 5.26% 6
2026
Q1 		$13.9M Buy
379,100
+46,537
+14% +$1.78M 4.92% 5
2025
Q4 		$12.6M Buy
332,563
+48,518
+17% +$1.84M 4.59% 6
2025
Q3 		$10.7M Buy
284,045
+65,091
+30% +$2.39M 4.15% 6
2025
Q2 		$7.79M Buy
218,954
+20,433
+10% +$682K 3.37% 8
2025
Q1 		$6.58M Buy
198,521
+14,177
+8% +$487K 3.13% 10
2024
Q4 		$6.23M Buy
+184,344
New +$6.38M 3.02% 10

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Foundation Wealth Management (Pennsylvania)'s DUHP Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Dimensional US High Profitability ETF (DUHP) stake by 10% in Q2 2026, buying an estimated $1.52M and bringing the position to 417,293 shares worth $17.4M. The position accounts for 5.26% of the portfolio, ranked #6.

Foundation Wealth Management (Pennsylvania) first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 417,293 shares of Dimensional US High Profitability ETF worth $17.4M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 38,193 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.52M.
  • Dimensional US High Profitability ETF made up 5.26% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #6 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.