PAG
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Paladin Advisory Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Paladin Advisory 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
Q2 		– Sell
-395
Closed -$13.1K – 253
2025
Q1 		$13.1K Hold
395
– – 0.01% 191
2024
Q4 		$13.3K Hold
395
– – 0.01% 197
2024
Q3 		$13.5K Buy
+395
New +$12.9K 0.01% 194

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Paladin Advisory Group's DUHP Position: Q2 2025 in Review

Paladin Advisory Group sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2025, closing a stake of 395 shares — an estimated $13.1K sold.

Paladin Advisory Group first reported a position in DUHP in Q3 2024 and held it in 3 quarters. The position peaked at $13.5K in Q3 2024. 434 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

  • Paladin Advisory Group reported no remaining Dimensional US High Profitability ETF position as of Q2 2025 after selling out during the quarter.
  • Paladin Advisory Group sold 395 Dimensional US High Profitability ETF shares in Q2 2025, an estimated $13.1K.
  • Paladin Advisory Group first reported a position in Dimensional US High Profitability ETF in Q3 2024 and held it in 3 quarters.
  • Paladin Advisory Group's Dimensional US High Profitability ETF position peaked at $13.5K in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2025.

Based on Paladin Advisory Group's 13F filing for Q2 2025, filed 6 Aug 2025.