Jones Financial Companies
DUHP icon

Jones Financial Companies’s Dimensional US High Profitability ETF DUHP Stock Holding History

Jones Financial Companies’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
Q1 		$5.37M Buy
149,466
+41,198
+38% +$1.58M ﹤0.01% 1049
2025
Q4 		$4.12M Buy
108,268
+9,195
+9% +$348K ﹤0.01% 693
2025
Q3 		$3.7M Buy
99,073
+31,215
+46% +$1.14M ﹤0.01% 661
2025
Q2 		$2.39M Buy
67,858
+14,040
+26% +$469K ﹤0.01% 702
2025
Q1 		$1.77M Buy
53,818
+27,727
+106% +$953K ﹤0.01% 692
2024
Q4 		$882K Buy
26,091
+7,801
+43% +$270K ﹤0.01% 787
2024
Q3 		$621K Buy
18,290
+17,019
+1,339% +$557K ﹤0.01% 746
2024
Q2 		$40.7K Buy
+1,271
New +$39.5K ﹤0.01% 1325

Other funds holding DUHP

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return