Kaufman Rossin Wealth’s Dimensional US High Profitability ETF DUHP Stock Holding History

Kaufman Rossin Wealth’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	$12.1M	Buy	288,982 +41,034	+17%	+$1.64M	5.71%	5
2026 Q1	$9.11M	Buy	247,948 +23,222	+10%	+$891K	5.22%	5
2025 Q4	$8.55M	Buy	224,726 +8,731	+4%	+$331K	4.45%	5
2025 Q3	$8.16M	Buy	215,995 +15,632	+8%	+$573K	4.47%	5
2025 Q2	$7.12M	Buy	200,363 +17,522	+10%	+$585K	4.51%	5
2025 Q1	$6.06M	Buy	182,841 +6,906	+4%	+$237K	4.33%	6
2024 Q4	$5.94M	Buy	+175,935	New	+$6.09M	6.12%	6

Other funds holding DUHP

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Kaufman Rossin Wealth's DUHP Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Dimensional US High Profitability ETF (DUHP) stake by 17% in Q2 2026, buying an estimated $1.64M and bringing the position to 288,982 shares worth $12.1M. The position accounts for 5.71% of the portfolio, ranked #5.

Kaufman Rossin Wealth first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Kaufman Rossin Wealth held 288,982 shares of Dimensional US High Profitability ETF worth $12.1M as of Q2 2026.
Kaufman Rossin Wealth bought 41,034 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.64M.
Dimensional US High Profitability ETF made up 5.71% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #5 holding.
Kaufman Rossin Wealth first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
183 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.