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GEM Asset Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

GEM Asset 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 		$6.16M Buy
147,723
+5,281
+4% +$211K 2.43% 13
2026
Q1 		$5.24M Buy
142,442
+19,405
+16% +$744K 2.31% 15
2025
Q4 		$4.72M Buy
123,037
+11,013
+10% +$417K 2.1% 15
2025
Q3 		$4.25M Buy
112,024
+9,510
+9% +$349K 2.01% 14
2025
Q2 		$3.69M Buy
102,514
+3,916
+4% +$131K 1.89% 14
2025
Q1 		$3.27M Buy
98,598
+9,717
+11% +$334K 1.83% 16
2024
Q4 		$3M Buy
88,881
+5,196
+6% +$180K 1.67% 18
2024
Q3 		$2.83M Buy
83,685
+21,133
+34% +$692K 1.62% 18
2024
Q2 		$2M Buy
62,552
+9,404
+18% +$292K 1.25% 19
2024
Q1 		$1.59M Sell
53,148
-1,279
-2% -$38.3K 1.07% 22
2023
Q4 		$1.56M Buy
54,427
+2,755
+5% +$73.7K 1.08% 22
2023
Q3 		$1.33M Buy
51,672
+5,653
+12% +$151K 1.05% 22
2023
Q2 		$1.22M Buy
46,019
+2,364
+5% +$59.7K 0.94% 23
2023
Q1 		$1.1M Buy
43,655
+3,175
+8% +$78.5K 0.89% 22
2022
Q4 		$972K Buy
+40,480
New +$960K 0.83% 24

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GEM Asset Management's DUHP Position: Q2 2026 in Review

GEM Asset Management increased its Dimensional US High Profitability ETF (DUHP) stake by 3.7% in Q2 2026, buying an estimated $211K and bringing the position to 147,723 shares worth $6.16M. The position accounts for 2.43% of the portfolio, ranked #13.

GEM Asset Management first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • GEM Asset Management held 147,723 shares of Dimensional US High Profitability ETF worth $6.16M as of Q2 2026.
  • GEM Asset Management bought 5,281 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $211K.
  • Dimensional US High Profitability ETF made up 2.43% of GEM Asset Management's portfolio in Q2 2026, its #13 holding.
  • GEM Asset Management first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 15 quarters since.
  • 187 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.