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Founders Financial Securities’s Dimensional US High Profitability ETF DUHP Stock Holding History

Founders Financial Securities’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
Q3 		– Sell
-511,050
Closed -$18.2M – 496
2025
Q2 		$18.2M Buy
511,050
+37,691
+8% +$1.26M 1.38% 14
2025
Q1 		$15.3M Sell
473,359
-3,436
-0.7% -$118K 1.3% 17
2024
Q4 		$16.1M Buy
476,795
+33,396
+8% +$1.16M 1.45% 13
2024
Q3 		$15.1M Buy
443,399
+22,132
+5% +$725K 1.39% 15
2024
Q2 		$13.5M Buy
421,267
+22,838
+6% +$710K 1.27% 21
2024
Q1 		$12.6M Sell
398,429
-214,277
-35% -$6.42M 1.32% 18
2023
Q4 		$17.5M Buy
612,706
+21,575
+4% +$577K 1.95% 9
2023
Q3 		$15.2M Buy
591,131
+50,949
+9% +$1.36M 1.97% 9
2023
Q2 		$14.3M Buy
540,182
+104,102
+24% +$2.63M 1.89% 8
2023
Q1 		$11M Buy
436,080
+126,893
+41% +$3.14M 1.58% 14
2022
Q4 		$7.42M Buy
309,187
+273,672
+771% +$6.49M 1.17% 18
2022
Q3 		$790K Buy
+35,515
New +$840K 0.14% 137

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Founders Financial Securities's DUHP Position: Q3 2025 in Review

Founders Financial Securities sold out of Dimensional US High Profitability ETF (DUHP) in Q3 2025, closing a stake of 511,050 shares — an estimated $18.2M sold.

Founders Financial Securities first reported a position in DUHP in Q3 2022 and held it in 12 quarters. The position peaked at $18.2M in Q2 2025. 450 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

  • Founders Financial Securities reported no remaining Dimensional US High Profitability ETF position as of Q3 2025 after selling out during the quarter.
  • Founders Financial Securities sold 511,050 Dimensional US High Profitability ETF shares in Q3 2025, an estimated $18.2M.
  • Founders Financial Securities first reported a position in Dimensional US High Profitability ETF in Q3 2022 and held it in 12 quarters.
  • Founders Financial Securities's Dimensional US High Profitability ETF position peaked at $18.2M in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2025.

Based on Founders Financial Securities's 13F filing for Q3 2025, filed 15 Oct 2025.