PBMares Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

PBMares Wealth 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	$25M	Buy	663,147 +76,712	+13%	+$2.81M	4.06%	8
2025 Q2	$20.9M	Buy	586,435 +25,182	+4%	+$841K	3.82%	8
2025 Q1	$18.6M	Buy	561,253 +46,325	+9%	+$1.59M	3.72%	8
2024 Q4	$17.4M	Buy	514,928 +28,411	+6%	+$983K	3.56%	8
2024 Q3	$16.6M	Buy	486,517 +112,567	+30%	+$3.69M	3.46%	9
2024 Q2	$12M	Buy	373,950 +56,935	+18%	+$1.77M	2.94%	10
2024 Q1	$10M	Buy	317,015 +60,997	+24%	+$1.83M	2.61%	11
2023 Q4	$7.32M	Buy	256,018 +81,615	+47%	+$2.18M	2.2%	13
2023 Q3	$4.48M	Buy	174,403 +31,032	+22%	+$829K	1.62%	18
2023 Q2	$3.81M	Buy	143,371 +8,445	+6%	+$213K	1.36%	18
2023 Q1	$3.39M	Buy	134,926 +8,012	+6%	+$198K	1.26%	18
2022 Q4	$3.05M	Buy	126,914 +41,500	+49%	+$984K	1.23%	17
2022 Q3	$1.82M	Buy	85,414 +5,002	+6%	+$118K	0.79%	26
2022 Q2	$1.81M	Buy	+80,412	New	+$1.96M	0.78%	25

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

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PBMares Wealth Management's DUHP Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 13% in Q3 2025, buying an estimated $2.81M and bringing the position to 663,147 shares worth $25M. The position accounts for 4.06% of the portfolio, ranked #8.

PBMares Wealth Management first reported a position in DUHP in Q2 2022 and has held it in 14 quarters since. 450 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

PBMares Wealth Management held 663,147 shares of Dimensional US High Profitability ETF worth $25M as of Q3 2025.
PBMares Wealth Management bought 76,712 Dimensional US High Profitability ETF shares in Q3 2025, an estimated $2.81M.
Dimensional US High Profitability ETF made up 4.06% of PBMares Wealth Management's portfolio in Q3 2025, its #8 holding.
PBMares Wealth Management first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 14 quarters since.
450 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.