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Medallion Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Medallion Wealth 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 		$159K Sell
3,878
-2
-0.1% -$80 0.05% 273
2026
Q1 		$143K Buy
3,880
+5
+0.1% +$192 0.05% 299
2025
Q4 		$147K Sell
3,875
-110
-3% -$4.17K 0.05% 287
2025
Q3 		$151K Buy
3,985
+2
+0.1% +$73 0.05% 276
2025
Q2 		$142K Sell
3,983
-121
-3% -$4.04K 0.06% 289
2025
Q1 		$136K Sell
4,104
-417
-9% -$14.3K 0.06% 259
2024
Q4 		$153K Buy
+4,521
New +$156K 0.08% 220

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

Medallion Wealth Advisors's DUHP Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Dimensional US High Profitability ETF (DUHP) stake by 0.05% in Q2 2026, selling an estimated $80 and leaving 3,878 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #273.

Medallion Wealth Advisors first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Medallion Wealth Advisors held 3,878 shares of Dimensional US High Profitability ETF worth $159K as of Q2 2026.
  • Medallion Wealth Advisors sold 2 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $80.
  • Dimensional US High Profitability ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #273 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
  • 560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.