Montgomery Financial Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

Montgomery Financial Services’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	$21.9K	Buy	+526	New	+$21K	0.02%	118

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Montgomery Financial Services's DUHP Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Dimensional US High Profitability ETF (DUHP) in Q2 2026: 526 shares worth $21.9K. The stake represents 0.02% of the portfolio and ranks #118 among its holdings.

541 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Montgomery Financial Services held 526 shares of Dimensional US High Profitability ETF worth $21.9K as of Q2 2026.
Dimensional US High Profitability ETF was a new Montgomery Financial Services position in Q2 2026.
Dimensional US High Profitability ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #118 holding.
541 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.