LEFP
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Leading Edge Financial Planning’s Dimensional US High Profitability ETF DUHP Stock Holding History

Leading Edge Financial Planning’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 		$53.7M Buy
1,286,243
+86,170
+7% +$3.44M 9.56% 3
2026
Q1 		$44.1M Buy
1,200,073
+147,928
+14% +$5.67M 9.28% 3
2025
Q4 		$40M Buy
1,052,145
+94,630
+10% +$3.58M 9.12% 3
2025
Q3 		$36.2M Buy
957,515
+51,167
+6% +$1.88M 9.08% 3
2025
Q2 		$32.2M Buy
906,348
+58,634
+7% +$1.96M 8.96% 3
2025
Q1 		$28.1M Buy
847,714
+47,927
+6% +$1.65M 8.78% 3
2024
Q4 		$27M Buy
799,787
+32,258
+4% +$1.12M 8.87% 4
2024
Q3 		$26.1M Buy
767,529
+98,287
+15% +$3.22M 8.76% 5
2024
Q2 		$21.4M Buy
669,242
+62,287
+10% +$1.94M 8.59% 5
2024
Q1 		$19.2M Buy
606,955
+62,991
+12% +$1.89M 8.5% 5
2023
Q4 		$15.6M Buy
543,964
+21,947
+4% +$587K 8.07% 5
2023
Q3 		$13.4M Buy
522,017
+230
+0% +$6.15K 8.59% 4
2023
Q2 		$13.8M Buy
521,787
+79,508
+18% +$2.01M 9.06% 3
2023
Q1 		$11.1M Buy
442,279
+63,906
+17% +$1.58M 8.05% 4
2022
Q4 		$9.08M Buy
+378,373
New +$8.97M 7.86% 3

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Leading Edge Financial Planning's DUHP Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Dimensional US High Profitability ETF (DUHP) stake by 7.2% in Q2 2026, buying an estimated $3.44M and bringing the position to 1,286,243 shares worth $53.7M. The position accounts for 9.56% of the portfolio, ranked #3.

Leading Edge Financial Planning first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Leading Edge Financial Planning held 1,286,243 shares of Dimensional US High Profitability ETF worth $53.7M as of Q2 2026.
  • Leading Edge Financial Planning bought 86,170 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $3.44M.
  • Dimensional US High Profitability ETF made up 9.56% of Leading Edge Financial Planning's portfolio in Q2 2026, its #3 holding.
  • Leading Edge Financial Planning first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 15 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.