Melfa Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Melfa Wealth Management’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	$238K	Hold	5,700	–	–	0.13%	148
2026 Q1	$210K	Hold	5,700	–	–	0.12%	159
2025 Q4	$217K	Hold	5,700	–	–	0.12%	165
2025 Q3	$215K	Hold	5,700	–	–	0.13%	163
2025 Q2	$203K	Buy	+5,700	New	+$190K	0.13%	162

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Melfa Wealth Management's DUHP Position: Q2 2026 in Review

Melfa Wealth Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 5,700 shares worth $238K. The position accounts for 0.13% of the portfolio, ranked #148.

Melfa Wealth Management first reported a position in DUHP in Q2 2025 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Melfa Wealth Management held 5,700 shares of Dimensional US High Profitability ETF worth $238K as of Q2 2026.
Melfa Wealth Management left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
Dimensional US High Profitability ETF made up 0.13% of Melfa Wealth Management's portfolio in Q2 2026, its #148 holding.
Melfa Wealth Management first reported a position in Dimensional US High Profitability ETF in Q2 2025 and has held it in 5 quarters since.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.