Kingsview Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Kingsview Wealth Management’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	$889K	Sell	21,301 -28	-0.1%	-$1.12K	0.01%	785
2026 Q1	$784K	Sell	21,329 -1,573	-7%	-$60.3K	0.01%	749
2025 Q4	$871K	Sell	22,902 -12,487	-35%	-$473K	0.01%	676
2025 Q3	$1.34M	Sell	35,389 -93,892	-73%	-$3.44M	0.02%	538
2025 Q2	$4.6M	Buy	129,281 +626	+0.5%	+$20.9K	0.08%	264
2025 Q1	$4.26M	Buy	128,655 +27,254	+27%	+$936K	0.08%	241
2024 Q4	$3.43M	Buy	101,401 +11,651	+13%	+$403K	0.07%	275
2024 Q3	$3.06M	Buy	89,750 +10,432	+13%	+$342K	0.06%	279
2024 Q2	$2.54M	Sell	79,318 -34,171	-30%	-$1.06M	0.06%	291
2024 Q1	$3.59M	Buy	113,489 +2,115	+2%	+$63.4K	0.09%	216
2023 Q4	$3.19M	Sell	111,374 -18,416	-14%	-$493K	0.1%	197
2023 Q3	$3.33M	Buy	129,790 +77,041	+146%	+$2.06M	0.12%	190
2023 Q2	$1.4M	Sell	52,749 -4,653	-8%	-$117K	0.05%	317
2023 Q1	$1.44M	Buy	+57,402	New	+$1.42M	0.06%	306

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

Kingsview Wealth Management's DUHP Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 0.13% in Q2 2026, selling an estimated $1.12K and leaving 21,301 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #785.

Kingsview Wealth Management first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.6M in Q2 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Kingsview Wealth Management held 21,301 shares of Dimensional US High Profitability ETF worth $889K as of Q2 2026.
Kingsview Wealth Management sold 28 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.12K.
Dimensional US High Profitability ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #785 holding.
Kingsview Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 14 quarters since.
Kingsview Wealth Management's Dimensional US High Profitability ETF position peaked at $4.6M in Q2 2025.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.