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Great Valley Advisor Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Great Valley Advisor Group’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 		$2.73M Buy
65,370
+6,056
+10% +$242K 0.04% 333
2026
Q1 		$2.18M Buy
59,314
+11,263
+23% +$432K 0.04% 354
2025
Q4 		$1.83M Buy
48,051
+2,404
+5% +$91.1K 0.04% 358
2025
Q3 		$1.72M Buy
45,647
+3,309
+8% +$121K 0.03% 369
2025
Q2 		$1.51M Buy
42,338
+25,878
+157% +$864K 0.03% 373
2025
Q1 		$546K Buy
+16,460
New +$566K 0.01% 574

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

Great Valley Advisor Group's DUHP Position: Q2 2026 in Review

Great Valley Advisor Group increased its Dimensional US High Profitability ETF (DUHP) stake by 10% in Q2 2026, buying an estimated $242K and bringing the position to 65,370 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #333.

Great Valley Advisor Group first reported a position in DUHP in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Great Valley Advisor Group held 65,370 shares of Dimensional US High Profitability ETF worth $2.73M as of Q2 2026.
  • Great Valley Advisor Group bought 6,056 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $242K.
  • Dimensional US High Profitability ETF made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #333 holding.
  • Great Valley Advisor Group first reported a position in Dimensional US High Profitability ETF in Q1 2025 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.