Lauterbach Financial Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Lauterbach Financial Advisors’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	$711K	Buy	17,048 +90	+0.5%	+$3.59K	0.31%	43
2026 Q1	$623K	Buy	16,958 +3,782	+29%	+$145K	0.3%	45
2025 Q4	$501K	Buy	13,176 +983	+8%	+$37.2K	0.25%	50
2025 Q3	$461K	Buy	12,193 +420	+4%	+$15.4K	0.23%	52
2025 Q2	$419K	Buy	11,773 +3,988	+51%	+$133K	0.23%	48
2025 Q1	$258K	Buy	7,785 +759	+11%	+$26.1K	0.16%	63
2024 Q4	$237K	Buy	7,026 +860	+14%	+$29.8K	0.14%	62
2024 Q3	$210K	Buy	+6,166	New	+$202K	0.13%	63

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

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

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

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

Lauterbach Financial Advisors's DUHP Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 0.53% in Q2 2026, buying an estimated $3.59K and bringing the position to 17,048 shares worth $711K. The position accounts for 0.31% of the portfolio, ranked #43.

Lauterbach Financial Advisors first reported a position in DUHP in Q3 2024 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Lauterbach Financial Advisors held 17,048 shares of Dimensional US High Profitability ETF worth $711K as of Q2 2026.
Lauterbach Financial Advisors bought 90 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $3.59K.
Dimensional US High Profitability ETF made up 0.31% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #43 holding.
Lauterbach Financial Advisors first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 8 quarters since.
269 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.