MHS
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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
Q2 		$9.55M Sell
231,062
-70,858
-23% -$2.83M 1.31% 12
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 $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

M Holdings Securities's DUHP Position: Q2 2026 in Review

M Holdings Securities reduced its Dimensional US High Profitability ETF (DUHP) stake by 23% in Q2 2026, selling an estimated $2.83M and leaving 231,062 shares worth $9.55M. The position accounts for 1.31% of the portfolio, ranked #12.

M Holdings Securities first reported a position in DUHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.7M in Q1 2026. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • M Holdings Securities held 231,062 shares of Dimensional US High Profitability ETF worth $9.55M as of Q2 2026.
  • M Holdings Securities sold 70,858 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $2.83M.
  • Dimensional US High Profitability ETF made up 1.31% of M Holdings Securities's portfolio in Q2 2026, its #12 holding.
  • M Holdings Securities first reported a position in Dimensional US High Profitability ETF in Q2 2025 and has held it in 5 quarters since.
  • M Holdings Securities's Dimensional US High Profitability ETF position peaked at $11.7M in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.