Nalls Sherbakoff Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Nalls Sherbakoff Group’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	$429K	Hold	11,278	–	–	0.31%	55
2025 Q3	$426K	Buy	11,278 +7	+0.1%	+$257	0.29%	58
2025 Q2	$401K	Buy	11,271 +8	+0.1%	+$267	0.29%	60
2025 Q1	$373K	Buy	+11,263	New	+$387K	0.3%	57
2023 Q4	$205K	Buy	7,175 +312	+5%	+$8.35K	0.18%	78
2023 Q3	$176K	Hold	6,863	–	–	0.17%	82
2023 Q2	$170K	Hold	6,863	–	–	0.17%	90
2023 Q1	$170K	Buy	+6,863	New	+$170K	0.17%	91

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nalls Sherbakoff Group's DUHP Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Dimensional US High Profitability ETF (DUHP) position steady in Q4 2025 at 11,278 shares worth $429K. The position accounts for 0.31% of the portfolio, ranked #55.

Nalls Sherbakoff Group first reported a position in DUHP in Q1 2023 and has held it in 8 quarters since. 511 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

Nalls Sherbakoff Group held 11,278 shares of Dimensional US High Profitability ETF worth $429K as of Q4 2025.
Nalls Sherbakoff Group left its Dimensional US High Profitability ETF share count unchanged in Q4 2025.
Dimensional US High Profitability ETF made up 0.31% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #55 holding.
Nalls Sherbakoff Group first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 8 quarters since.
511 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.