Heritage Investment Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Heritage Investment 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	$477K	Sell	11,438 -3,353	-23%	-$134K	0.06%	84
2026 Q1	$544K	Hold	14,791	–	–	0.08%	74
2025 Q4	$562K	Hold	14,791	–	–	0.09%	76
2025 Q3	$559K	Buy	14,791 +1,955	+15%	+$71.7K	0.09%	73
2025 Q2	$456K	Buy	12,836 +2,174	+20%	+$72.6K	0.08%	75
2025 Q1	$353K	Buy	10,662 +312	+3%	+$10.7K	0.07%	80
2024 Q4	$350K	Buy	10,350 +21	+0.2%	+$727	0.07%	80
2024 Q3	$352K	Hold	10,329	–	–	0.07%	75
2024 Q2	$330K	Hold	10,329	–	–	0.07%	72
2024 Q1	$326K	Hold	10,329	–	–	0.07%	77
2023 Q4	$296K	Hold	10,329	–	–	0.07%	75
2023 Q3	$265K	Buy	10,329 +753	+8%	+$20.1K	0.07%	73
2023 Q2	$254K	Buy	+9,576	New	+$242K	0.07%	74

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Heritage Investment Group's DUHP Position: Q2 2026 in Review

Heritage Investment Group reduced its Dimensional US High Profitability ETF (DUHP) stake by 23% in Q2 2026, selling an estimated $134K and leaving 11,438 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #84.

Heritage Investment Group first reported a position in DUHP in Q2 2023 and has held it in 13 quarters since. The position peaked at $562K in Q4 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Heritage Investment Group held 11,438 shares of Dimensional US High Profitability ETF worth $477K as of Q2 2026.
Heritage Investment Group sold 3,353 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $134K.
Dimensional US High Profitability ETF made up 0.06% of Heritage Investment Group's portfolio in Q2 2026, its #84 holding.
Heritage Investment Group first reported a position in Dimensional US High Profitability ETF in Q2 2023 and has held it in 13 quarters since.
Heritage Investment Group's Dimensional US High Profitability ETF position peaked at $562K in Q4 2025.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.