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Lutz Financial Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

Lutz Financial Services’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
Q1 		$21.3M Buy
578,161
+15,786
+3% +$605K 1.43% 18
2025
Q4 		$21.4M Buy
562,375
+48,026
+9% +$1.82M 1.45% 18
2025
Q3 		$19.4M Buy
514,349
+26,656
+5% +$977K 1.41% 20
2025
Q2 		$17.3M Sell
487,693
-10,863
-2% -$363K 1.35% 21
2025
Q1 		$16.5M Buy
498,556
+25,913
+5% +$890K 1.35% 19
2024
Q4 		$16M Buy
472,643
+11,921
+3% +$412K 1.29% 19
2024
Q3 		$15.7M Buy
460,722
+14,017
+3% +$459K 1.27% 19
2024
Q2 		$14.3M Buy
446,705
+33,806
+8% +$1.05M 1.24% 20
2024
Q1 		$13.1M Buy
412,899
+62,588
+18% +$1.88M 1.14% 27
2023
Q4 		$10M Buy
350,311
+142,345
+68% +$3.81M 0.94% 31
2023
Q3 		$5.34M Buy
207,966
+91,811
+79% +$2.45M 0.58% 36
2023
Q2 		$3.08M Buy
116,155
+87,882
+311% +$2.22M 0.33% 47
2023
Q1 		$711K Buy
28,273
+4,893
+21% +$121K 0.08% 57
2022
Q4 		$561K Buy
+23,380
New +$554K 0.07% 63

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Lutz Financial Services's DUHP Position: Q1 2026 in Review

Lutz Financial Services increased its Dimensional US High Profitability ETF (DUHP) stake by 2.8% in Q1 2026, buying an estimated $605K and bringing the position to 578,161 shares worth $21.3M. The position accounts for 1.43% of the portfolio, ranked #18.

Lutz Financial Services first reported a position in DUHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.4M in Q4 2025. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Lutz Financial Services held 578,161 shares of Dimensional US High Profitability ETF worth $21.3M as of Q1 2026.
  • Lutz Financial Services bought 15,786 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $605K.
  • Dimensional US High Profitability ETF made up 1.43% of Lutz Financial Services's portfolio in Q1 2026, its #18 holding.
  • Lutz Financial Services first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 14 quarters since.
  • Lutz Financial Services's Dimensional US High Profitability ETF position peaked at $21.4M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.