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Investmark Advisory Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Investmark Advisory 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 		$3.11M Sell
74,430
-1,458
-2% -$58.2K 1.18% 26
2026
Q1 		$2.79M Sell
75,888
-262
-0.3% -$10K 1.19% 28
2025
Q4 		$2.9M Sell
76,150
-2,718
-3% -$103K 1.23% 26
2025
Q3 		$2.98M Sell
78,868
-1,348
-2% -$49.4K 1.29% 23
2025
Q2 		$2.85M Sell
80,216
-12,299
-13% -$411K 1.34% 22
2025
Q1 		$3.07M Buy
92,515
+1,058
+1% +$36.4K 1.51% 20
2024
Q4 		$3.09M Buy
91,457
+584
+0.6% +$20.2K 1.52% 19
2024
Q3 		$3.1M Buy
90,873
+459
+0.5% +$15K 1.5% 20
2024
Q2 		$2.89M Buy
90,414
+2,967
+3% +$92.2K 1.54% 20
2024
Q1 		$2.76M Buy
87,447
+2,440
+3% +$73.2K 1.52% 19
2023
Q4 		$2.43M Buy
85,007
+3,856
+5% +$103K 1.43% 21
2023
Q3 		$2.08M Buy
81,151
+5,442
+7% +$145K 1.41% 22
2023
Q2 		$2.01M Buy
75,709
+18,758
+33% +$473K 1.34% 25
2023
Q1 		$1.43M Buy
56,951
+15,114
+36% +$374K 1.05% 27
2022
Q4 		$1M Buy
41,837
+21,630
+107% +$513K 0.74% 36
2022
Q3 		$431K Buy
20,207
+9,079
+82% +$215K 0.39% 47
2022
Q2 		$250K Buy
+11,128
New +$271K 0.25% 66

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

Investmark Advisory Group's DUHP Position: Q2 2026 in Review

Investmark Advisory Group reduced its Dimensional US High Profitability ETF (DUHP) stake by 1.9% in Q2 2026, selling an estimated $58.2K and leaving 74,430 shares worth $3.11M. The position accounts for 1.18% of the portfolio, ranked #26.

Investmark Advisory Group first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Investmark Advisory Group held 74,430 shares of Dimensional US High Profitability ETF worth $3.11M as of Q2 2026.
  • Investmark Advisory Group sold 1,458 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $58.2K.
  • Dimensional US High Profitability ETF made up 1.18% of Investmark Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Investmark Advisory Group first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
  • 560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.