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 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 $67.6B AUM 18.3% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Freedom Investment Management's DUHP Position: Q1 2026 in Review

Freedom Investment Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 14% in Q1 2026, selling an estimated $7.45M and leaving 1,185,914 shares worth $43.6M. The position accounts for 12.94% of the portfolio, ranked #1.

Freedom Investment Management first reported a position in DUHP in Q4 2023 and has held it in 10 quarters since. The position peaked at $56.5M in Q2 2025. 537 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

Freedom Investment Management held 1,185,914 shares of Dimensional US High Profitability ETF worth $43.6M as of Q1 2026.
Freedom Investment Management sold 194,350 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $7.45M.
Dimensional US High Profitability ETF made up 12.94% of Freedom Investment Management's portfolio in Q1 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 10 quarters since.
Freedom Investment Management's Dimensional US High Profitability ETF position peaked at $56.5M in Q2 2025.
537 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.