MPCL
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My Personal CFO LLC’s Dimensional US High Profitability ETF DUHP Stock Holding History

My Personal CFO LLC’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
Q4 		– Sell
-284,045
Closed -$10.7M – 123
2025
Q3 		$10.7M Buy
+284,045
New +$10.4M 4.15% 6

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

My Personal CFO LLC's DUHP Position: Q4 2025 in Review

My Personal CFO LLC sold out of Dimensional US High Profitability ETF (DUHP) in Q4 2025, closing a stake of 284,045 shares — an estimated $10.7M sold.

My Personal CFO LLC first reported a position in DUHP in Q3 2025 and held it in 1 quarter. The position peaked at $10.7M in Q3 2025. 511 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

  • My Personal CFO LLC reported no remaining Dimensional US High Profitability ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 284,045 Dimensional US High Profitability ETF shares in Q4 2025, an estimated $10.7M.
  • My Personal CFO LLC first reported a position in Dimensional US High Profitability ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's Dimensional US High Profitability ETF position peaked at $10.7M in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.