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Foundations Investment Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Foundations Investment Advisors’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
2025
Q4 		– Sell
-5,585
Closed -$211K – 1130
2025
Q3 		$211K Buy
+5,585
New +$205K ﹤0.01% 981

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 $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foundations Investment Advisors's DUHP Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Dimensional US High Profitability ETF (DUHP) in Q4 2025, closing a stake of 5,585 shares — an estimated $211K sold.

Foundations Investment Advisors first reported a position in DUHP in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 511 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Dimensional US High Profitability ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 5,585 Dimensional US High Profitability ETF shares in Q4 2025, an estimated $211K.
  • Foundations Investment Advisors first reported a position in Dimensional US High Profitability ETF in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Dimensional US High Profitability ETF position peaked at $211K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.