GEN Financial Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

GEN Financial 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	–	Sell	-30,356	Closed	-$1.12M	–	50
2026 Q1	$1.12M	Buy	30,356 +158	+0.5%	+$6.06K	0.69%	19
2025 Q4	$1.15M	Buy	30,198 +45	+0.1%	+$1.71K	0.72%	17
2025 Q3	$1.14M	Sell	30,153 -1,040	-3%	-$38.1K	0.98%	16
2025 Q2	$1.11M	Buy	31,193 +71	+0.2%	+$2.37K	0.91%	18
2025 Q1	$1.03M	Sell	31,122 -8,169	-21%	-$281K	0.7%	15
2024 Q4	$1.33M	Buy	+39,291	New	+$1.36M	0.86%	12

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

GEN Financial Management's DUHP Position: Q2 2026 in Review

GEN Financial Management sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2026, closing a stake of 30,356 shares — an estimated $1.12M sold.

GEN Financial Management first reported a position in DUHP in Q4 2024 and held it in 6 quarters. The position peaked at $1.33M in Q4 2024. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

GEN Financial Management reported no remaining Dimensional US High Profitability ETF position as of Q2 2026 after selling out during the quarter.
GEN Financial Management sold 30,356 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.12M.
GEN Financial Management first reported a position in Dimensional US High Profitability ETF in Q4 2024 and held it in 6 quarters.
GEN Financial Management's Dimensional US High Profitability ETF position peaked at $1.33M in Q4 2024.
560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.