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HM Payson & Co’s Dimensional US High Profitability ETF DUHP Stock Holding History

HM Payson & Co’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 		$108K Hold
2,600
– – ﹤0.01% 552
2026
Q1 		$95.6K Hold
2,600
– – ﹤0.01% 566
2025
Q4 		$98.9K Hold
2,600
– – ﹤0.01% 562
2025
Q3 		$98.2K Hold
2,600
– – ﹤0.01% 566
2025
Q2 		$92.5K Hold
2,600
– – ﹤0.01% 547
2025
Q1 		$86.2K Sell
2,600
-3,500
-57% -$120K ﹤0.01% 545
2024
Q4 		$206K Hold
6,100
– – ﹤0.01% 416
2024
Q3 		$208K Sell
6,100
-7,960
-57% -$261K ﹤0.01% 412
2024
Q2 		$450K Hold
14,060
– – 0.01% 288
2024
Q1 		$444K Hold
14,060
– – 0.01% 297
2023
Q4 		$402K Buy
+14,060
New +$376K 0.01% 297

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

HM Payson & Co's DUHP Position: Q2 2026 in Review

HM Payson & Co held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 2,600 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

HM Payson & Co first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q2 2024. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • HM Payson & Co held 2,600 shares of Dimensional US High Profitability ETF worth $108K as of Q2 2026.
  • HM Payson & Co left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
  • Dimensional US High Profitability ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #552 holding.
  • HM Payson & Co first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 11 quarters since.
  • HM Payson & Co's Dimensional US High Profitability ETF position peaked at $450K in Q2 2024.
  • 559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.