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

Level 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	$18.2M	Buy	435,560 +16,171	+4%	+$645K	4.06%	5
2026 Q1	$15.4M	Buy	419,389 +13,982	+3%	+$536K	3.93%	6
2025 Q4	$15.4M	Buy	405,407 +20,209	+5%	+$765K	4.08%	5
2025 Q3	$14.5M	Buy	385,198 +21,454	+6%	+$787K	4.1%	5
2025 Q2	$12.9M	Buy	363,744 +4,286	+1%	+$143K	4.02%	5
2025 Q1	$11.9M	Buy	359,458 +13,031	+4%	+$448K	4.05%	6
2024 Q4	$11.7M	Buy	346,427 +15,820	+5%	+$547K	4.3%	6
2024 Q3	$11.3M	Buy	330,607 +45,272	+16%	+$1.48M	4.3%	6
2024 Q2	$9.13M	Buy	285,335 +47,124	+20%	+$1.46M	3.96%	6
2024 Q1	$7.53M	Buy	238,211 +66,270	+39%	+$1.99M	3.42%	7
2023 Q4	$4.92M	Buy	171,941 +23,456	+16%	+$628K	2.43%	9
2023 Q3	$3.81M	Buy	148,485 +7,833	+6%	+$209K	2.13%	11
2023 Q2	$3.73M	Buy	140,652 +16,380	+13%	+$413K	2.08%	11
2023 Q1	$3.12M	Buy	124,272 +42,042	+51%	+$1.04M	1.88%	12
2022 Q4	$1.97M	Buy	82,230 +63,885	+348%	+$1.51M	1.29%	16
2022 Q3	$391K	Buy	18,345 +11,771	+179%	+$279K	0.29%	36
2022 Q2	$148K	Buy	+6,574	New	+$160K	0.11%	58

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

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

Level Financial Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 3.9% in Q2 2026, buying an estimated $645K and bringing the position to 435,560 shares worth $18.2M. The position accounts for 4.06% of the portfolio, ranked #5.

Level Financial Advisors first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Level Financial Advisors held 435,560 shares of Dimensional US High Profitability ETF worth $18.2M as of Q2 2026.
Level Financial Advisors bought 16,171 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $645K.
Dimensional US High Profitability ETF made up 4.06% of Level Financial Advisors's portfolio in Q2 2026, its #5 holding.
Level Financial Advisors first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.