MB Generational Wealth’s Dimensional US High Profitability ETF DUHP Stock Holding History

MB Generational Wealth’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	$19.8M	Sell	537,956 -20,748	-4%	-$796K	10.94%	1
2025 Q4	$21.2M	Buy	558,704 +33,741	+6%	+$1.28M	11.25%	1
2025 Q3	$19.8M	Buy	+524,963	New	+$19.2M	12.59%	1
2025 Q1	$18.2M	Buy	550,447 +14,341	+3%	+$493K	13.62%	2
2024 Q4	$18.1M	Sell	536,106 -8,210	-2%	-$284K	13.29%	2
2024 Q3	$18.5M	Sell	544,316 -1,180	-0.2%	-$38.6K	13.35%	2
2024 Q2	$17.5M	Buy	545,496 +9,108	+2%	+$283K	13.52%	2
2024 Q1	$17M	Buy	536,388 +72,909	+16%	+$2.19M	13.31%	2
2023 Q4	$13.3M	Buy	+463,479	New	+$12.4M	12.44%	2

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MB Generational Wealth's DUHP Position: Q1 2026 in Review

MB Generational Wealth reduced its Dimensional US High Profitability ETF (DUHP) stake by 3.7% in Q1 2026, selling an estimated $796K and leaving 537,956 shares worth $19.8M. The position accounts for 10.94% of the portfolio, ranked #1.

MB Generational Wealth first reported a position in DUHP in Q4 2023 and has held it in 9 quarters since. The position peaked at $21.2M in Q4 2025. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

MB Generational Wealth held 537,956 shares of Dimensional US High Profitability ETF worth $19.8M as of Q1 2026.
MB Generational Wealth sold 20,748 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $796K.
Dimensional US High Profitability ETF made up 10.94% of MB Generational Wealth's portfolio in Q1 2026, its #1 holding.
MB Generational Wealth first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 9 quarters since.
MB Generational Wealth's Dimensional US High Profitability ETF position peaked at $21.2M in Q4 2025.
536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.