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

LAM 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 		$1.46K Sell
35
-5
-13% -$199 ﹤0.01% 128
2026
Q1 		$1.47K Buy
+40
New +$1.53K ﹤0.01% 123
2025
Q1 		– Sell
-1,195
Closed -$40.4K – 93
2024
Q4 		$40.4K Buy
1,195
+55
+5% +$1.9K 0.03% 85
2024
Q3 		$38.8K Hold
1,140
– – 0.03% 83
2024
Q2 		$36.5K Buy
1,140
+250
+28% +$7.77K 0.03% 81
2024
Q1 		$28.1K Buy
890
+5
+0.6% +$150 0.02% 83
2023
Q4 		$25.3K Buy
885
+10
+1% +$268 0.02% 77
2023
Q3 		$22.5K Buy
875
+835
+2,088% +$22.3K 0.02% 71
2023
Q2 		$1.06K Buy
40
+5
+14% +$126 ﹤0.01% 103
2023
Q1 		$880 Buy
35
+10
+40% +$247 ﹤0.01% 105
2022
Q4 		$600 Buy
+25
New +$593 ﹤0.01% 108

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

LAM Group's DUHP Position: Q2 2026 in Review

LAM Group reduced its Dimensional US High Profitability ETF (DUHP) stake by 13% in Q2 2026, selling an estimated $199 and leaving 35 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

LAM Group first reported a position in DUHP in Q4 2022 and has held it in 11 quarters since. The position peaked at $40.4K in Q4 2024. 259 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • LAM Group held 35 shares of Dimensional US High Profitability ETF worth $1.46K as of Q2 2026.
  • LAM Group sold 5 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $199.
  • Dimensional US High Profitability ETF made up ﹤0.01% of LAM Group's portfolio in Q2 2026, its #128 holding.
  • LAM Group first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 11 quarters since.
  • LAM Group's Dimensional US High Profitability ETF position peaked at $40.4K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.