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Moloney Securities Asset Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$394K Sell
10,430
-1,450
-12% -$53.2K 0.05% 307
2025
Q2 		$422K Hold
11,880
– – 0.05% 294
2025
Q1 		$394K Buy
11,880
+5,420
+84% +$186K 0.05% 294
2024
Q4 		$218K Buy
+6,460
New +$224K 0.03% 401

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Moloney Securities Asset Management's DUHP Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 12% in Q3 2025, selling an estimated $53.2K and leaving 10,430 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #307.

Moloney Securities Asset Management first reported a position in DUHP in Q4 2024 and has held it in 4 quarters since. The position peaked at $422K in Q2 2025. 450 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

  • Moloney Securities Asset Management held 10,430 shares of Dimensional US High Profitability ETF worth $394K as of Q3 2025.
  • Moloney Securities Asset Management sold 1,450 Dimensional US High Profitability ETF shares in Q3 2025, an estimated $53.2K.
  • Dimensional US High Profitability ETF made up 0.05% of Moloney Securities Asset Management's portfolio in Q3 2025, its #307 holding.
  • Moloney Securities Asset Management first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 4 quarters since.
  • Moloney Securities Asset Management's Dimensional US High Profitability ETF position peaked at $422K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.