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Grunden Financial Advisory’s Dimensional US High Profitability ETF DUHP Stock Holding History

Grunden Financial Advisory’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
2025
Q4 		$37.5M Buy
986,709
+16,440
+2% +$623K 14.66% 2
2025
Q3 		$36.6M Buy
970,269
+45,171
+5% +$1.66M 14.9% 2
2025
Q2 		$32.9M Buy
925,098
+102,063
+12% +$3.41M 14.52% 3
2025
Q1 		$27.3M Sell
823,035
-27,837
-3% -$956K 13.25% 3
2024
Q4 		$28.8M Buy
850,872
+31,453
+4% +$1.09M 13.88% 3
2024
Q3 		$27.9M Buy
819,419
+3,451
+0.4% +$113K 13.71% 3
2024
Q2 		$26.1M Buy
815,968
+21,973
+3% +$683K 13.63% 3
2024
Q1 		$25.1M Buy
793,995
+1,749
+0.2% +$52.4K 13.35% 3
2023
Q4 		$22.7M Buy
+792,246
New +$21.2M 12.74% 3

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grunden Financial Advisory's DUHP Position: Q4 2025 in Review

Grunden Financial Advisory increased its Dimensional US High Profitability ETF (DUHP) stake by 1.7% in Q4 2025, buying an estimated $623K and bringing the position to 986,709 shares worth $37.5M. The position accounts for 14.66% of the portfolio, ranked #2.

Grunden Financial Advisory first reported a position in DUHP in Q4 2023 and has held it in 9 quarters since. 511 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

  • Grunden Financial Advisory held 986,709 shares of Dimensional US High Profitability ETF worth $37.5M as of Q4 2025.
  • Grunden Financial Advisory bought 16,440 Dimensional US High Profitability ETF shares in Q4 2025, an estimated $623K.
  • Dimensional US High Profitability ETF made up 14.66% of Grunden Financial Advisory's portfolio in Q4 2025, its #2 holding.
  • Grunden Financial Advisory first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 9 quarters since.
  • 511 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.