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M Holdings Securities’s Dimensional US High Profitability ETF DUHP Stock Holding History

M Holdings Securities’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 		$11.7M Buy
301,920
+2,147
+0.7% +$82.3K 0.79% 24
2025
Q4 		$11.4M Buy
299,773
+192,108
+178% +$7.28M 0.82% 23
2025
Q3 		$4.07M Buy
107,665
+4,586
+4% +$168K 0.86% 22
2025
Q2 		$3.64M Buy
+103,079
New +$3.44M 0.62% 37

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 $7.07B AUM 18.05% 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

M Holdings Securities's DUHP Position: Q1 2026 in Review

M Holdings Securities increased its Dimensional US High Profitability ETF (DUHP) stake by 0.72% in Q1 2026, buying an estimated $82.3K and bringing the position to 301,920 shares worth $11.7M. The position accounts for 0.79% of the portfolio, ranked #24.

M Holdings Securities first reported a position in DUHP in Q2 2025 and has held it in 4 quarters since. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • M Holdings Securities held 301,920 shares of Dimensional US High Profitability ETF worth $11.7M as of Q1 2026.
  • M Holdings Securities bought 2,147 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $82.3K.
  • Dimensional US High Profitability ETF made up 0.79% of M Holdings Securities's portfolio in Q1 2026, its #24 holding.
  • M Holdings Securities first reported a position in Dimensional US High Profitability ETF in Q2 2025 and has held it in 4 quarters since.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.