Midwest Heritage Bank’s Dimensional US High Profitability ETF DUHP Stock Holding History

Midwest Heritage Bank’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	$22.3M	Buy	533,313 +5,491	+1%	+$219K	6.31%	5
2026 Q1	$19.4M	Buy	527,822 +39,434	+8%	+$1.51M	6.23%	5
2025 Q4	$18.6M	Buy	488,388 +3,379	+0.7%	+$128K	6.41%	5
2025 Q3	$18.3M	Buy	485,009 +29	+0%	+$1.06K	6.49%	5
2025 Q2	$17.2M	Buy	484,980 +26,863	+6%	+$897K	6.49%	5
2025 Q1	$15.2M	Buy	458,117 +146,721	+47%	+$5.04M	6.25%	5
2024 Q4	$10.5M	Buy	311,396 +81,940	+36%	+$2.84M	4.88%	6
2024 Q3	$7.82M	Buy	229,456 +3,961	+2%	+$130K	3.66%	8
2024 Q2	$7.21M	Buy	225,495 +12,815	+6%	+$398K	3.65%	9
2024 Q1	$6.72M	Buy	212,680 +48,621	+30%	+$1.46M	3.54%	9
2023 Q4	$4.69M	Buy	164,059 +13,632	+9%	+$365K	3.19%	9
2023 Q3	$3.86M	Buy	150,427 +13,306	+10%	+$356K	2.9%	11
2023 Q2	$3.64M	Buy	137,121 +9,541	+7%	+$241K	2.76%	11
2023 Q1	$3.21M	Buy	127,580 +81,724	+178%	+$2.02M	2.58%	12
2022 Q4	$1.1M	Buy	45,856 +18,782	+69%	+$445K	1.07%	23
2022 Q3	$578K	Buy	27,074 +6,282	+30%	+$149K	0.6%	34
2022 Q2	$468K	Buy	20,792 +7,243	+53%	+$176K	0.42%	39
2022 Q1	$357K	Buy	+13,549	New	+$347K	0.28%	45

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

Midwest Heritage Bank's DUHP Position: Q2 2026 in Review

Midwest Heritage Bank increased its Dimensional US High Profitability ETF (DUHP) stake by 1% in Q2 2026, buying an estimated $219K and bringing the position to 533,313 shares worth $22.3M. The position accounts for 6.31% of the portfolio, ranked #5.

Midwest Heritage Bank first reported a position in DUHP in Q1 2022 and has held it in 18 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Midwest Heritage Bank held 533,313 shares of Dimensional US High Profitability ETF worth $22.3M as of Q2 2026.
Midwest Heritage Bank bought 5,491 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $219K.
Dimensional US High Profitability ETF made up 6.31% of Midwest Heritage Bank's portfolio in Q2 2026, its #5 holding.
Midwest Heritage Bank first reported a position in Dimensional US High Profitability ETF in Q1 2022 and has held it in 18 quarters since.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.