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Guardian Wealth Advisors (North Carolina)’s Dimensional US High Profitability ETF DUHP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-334
Closed -$12.3K – 420
2026
Q1 		$12.3K Buy
+334
New +$12.8K ﹤0.01% 530
2025
Q3 		– Sell
-334
Closed -$11.9K – 387
2025
Q2 		$11.9K Hold
334
– – ﹤0.01% 473
2025
Q1 		$11.1K Hold
334
– – ﹤0.01% 459
2024
Q4 		$11.3K Hold
334
– – ﹤0.01% 438
2024
Q3 		$11.4K Hold
334
– – ﹤0.01% 377
2024
Q2 		$10.7K Sell
334
-4,644
-93% -$144K ﹤0.01% 366
2024
Q1 		$157K Buy
+4,978
New +$149K 0.02% 273

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

Guardian Wealth Advisors (North Carolina)'s DUHP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2026, closing a stake of 334 shares — an estimated $12.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DUHP in Q1 2024 and held it in 7 quarters. The position peaked at $157K in Q1 2024. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Dimensional US High Profitability ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 334 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $12.3K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Dimensional US High Profitability ETF in Q1 2024 and held it in 7 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Dimensional US High Profitability ETF position peaked at $157K in Q1 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.