Freedom Investment Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Freedom Investment 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	$46.9M	Sell	1,124,058 -61,856	-5%	-$2.47M	13.06%	1
2026 Q1	$43.6M	Sell	1,185,914 -194,350	-14%	-$7.45M	12.94%	1
2025 Q4	$52.5M	Sell	1,380,264 -77,203	-5%	-$2.92M	15.26%	1
2025 Q3	$55M	Sell	1,457,467 -130,246	-8%	-$4.78M	14.55%	1
2025 Q2	$56.5M	Buy	1,587,713 +231,608	+17%	+$7.73M	4.51%	2
2025 Q1	$44.9M	Sell	1,356,105 -3,750	-0.3%	-$129K	3.77%	2
2024 Q4	$45.9M	Sell	1,359,855 -83,222	-6%	-$2.88M	3.82%	2
2024 Q3	$49.2M	Buy	1,443,077 +402,183	+39%	+$13.2M	3.92%	2
2024 Q2	$33.3M	Buy	1,040,894 +6,047	+0.6%	+$188K	2.73%	3
2024 Q1	$32.7M	Sell	1,034,847 -100,736	-9%	-$3.02M	2.62%	3
2023 Q4	$32.5M	Buy	+1,135,583	New	+$30.4M	2.65%	3

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

Freedom Investment Management's DUHP Position: Q2 2026 in Review

Freedom Investment Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 5.2% in Q2 2026, selling an estimated $2.47M and leaving 1,124,058 shares worth $46.9M. The position accounts for 13.06% of the portfolio, ranked #1.

Freedom Investment Management first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.5M in Q2 2025. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Freedom Investment Management held 1,124,058 shares of Dimensional US High Profitability ETF worth $46.9M as of Q2 2026.
Freedom Investment Management sold 61,856 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $2.47M.
Dimensional US High Profitability ETF made up 13.06% of Freedom Investment Management's portfolio in Q2 2026, its #1 holding.
Freedom Investment Management first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 11 quarters since.
Freedom Investment Management's Dimensional US High Profitability ETF position peaked at $56.5M in Q2 2025.
560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.