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Glass Jacobson Investment Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Glass Jacobson Investment Advisors’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 		$3.93M Buy
94,243
+11,750
+14% +$469K 1.23% 15
2026
Q1 		$3.03M Buy
82,493
+11,153
+16% +$428K 1.05% 23
2025
Q4 		$2.71M Buy
71,340
+6,091
+9% +$231K 0.98% 33
2025
Q3 		$2.46M Sell
65,249
-2,291
-3% -$84K 0.89% 39
2025
Q2 		$2.4M Buy
67,540
+11,554
+21% +$386K 0.93% 38
2025
Q1 		$1.89M Hold
55,986
– – 0.62% 48
2024
Q4 		$1.89M Sell
55,986
-907
-2% -$31.4K 0.62% 48
2024
Q3 		$1.94M Buy
56,893
+2,801
+5% +$91.7K 0.64% 47
2024
Q2 		$1.73M Buy
54,092
+15,413
+40% +$479K 0.63% 48
2024
Q1 		$1.22M Sell
38,679
-763
-2% -$22.9K 0.46% 68
2023
Q4 		$1.13M Buy
39,442
+6,129
+18% +$164K 0.46% 70
2023
Q3 		$856K Buy
33,313
+3,828
+13% +$102K 0.39% 79
2023
Q2 		$783K Buy
+29,485
New +$744K 0.36% 84
2022
Q4 		$147K Buy
+6,137
New +$145K 0.07% 223

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Glass Jacobson Investment Advisors's DUHP Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 14% in Q2 2026, buying an estimated $469K and bringing the position to 94,243 shares worth $3.93M. The position accounts for 1.23% of the portfolio, ranked #15.

Glass Jacobson Investment Advisors first reported a position in DUHP in Q4 2022 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Glass Jacobson Investment Advisors held 94,243 shares of Dimensional US High Profitability ETF worth $3.93M as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 11,750 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $469K.
  • Dimensional US High Profitability ETF made up 1.23% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 14 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.