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Helen Stephens Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Helen Stephens 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 		$6.58M Buy
157,779
+91
+0.1% +$3.63K 1.12% 19
2026
Q1 		$5.8M Buy
157,688
+42,142
+36% +$1.62M 1.16% 21
2025
Q4 		$4.39M Sell
115,546
-1,006
-0.9% -$38.1K 0.92% 20
2025
Q3 		$4.4M Buy
116,552
+222
+0.2% +$8.14K 0.98% 19
2025
Q2 		$4.14M Sell
116,330
-2,165
-2% -$72.3K 1.03% 19
2025
Q1 		$3.93M Buy
118,495
+10,907
+10% +$375K 1.11% 20
2024
Q4 		$3.64M Buy
107,588
+279
+0.3% +$9.65K 1.08% 20
2024
Q3 		$3.66M Sell
107,309
-7,928
-7% -$260K 1.11% 19
2024
Q2 		$3.69M Buy
115,237
+230
+0.2% +$7.15K 1.27% 19
2024
Q1 		$3.64M Sell
115,007
-4,644
-4% -$139K 1.4% 18
2023
Q4 		$3.42M Buy
119,651
+288
+0.2% +$7.71K 1.53% 18
2023
Q3 		$3.07M Sell
119,363
-662
-0.6% -$17.7K 1.59% 16
2023
Q2 		$3.19M Sell
120,025
-5,526
-4% -$139K 1.61% 16
2023
Q1 		$3.16M Buy
125,551
+4,788
+4% +$118K 1.64% 15
2022
Q4 		$2.9M Buy
120,763
+2,804
+2% +$66.5K 1.73% 15
2022
Q3 		$2.52M Buy
+117,959
New +$2.79M 1.76% 18

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

Helen Stephens Group's DUHP Position: Q2 2026 in Review

Helen Stephens Group increased its Dimensional US High Profitability ETF (DUHP) stake by 0.06% in Q2 2026, buying an estimated $3.63K and bringing the position to 157,779 shares worth $6.58M. The position accounts for 1.12% of the portfolio, ranked #19.

Helen Stephens Group first reported a position in DUHP in Q3 2022 and has held it in 16 quarters since. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Helen Stephens Group held 157,779 shares of Dimensional US High Profitability ETF worth $6.58M as of Q2 2026.
  • Helen Stephens Group bought 91 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $3.63K.
  • Dimensional US High Profitability ETF made up 1.12% of Helen Stephens Group's portfolio in Q2 2026, its #19 holding.
  • Helen Stephens Group first reported a position in Dimensional US High Profitability ETF in Q3 2022 and has held it in 16 quarters since.
  • 560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.