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Phillips Financial Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Phillips Financial 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
2026
Q2 		$48.7M Sell
1,166,460
-82,246
-7% -$3.28M 3.57% 7
2026
Q1 		$45.9M Sell
1,248,706
-97,818
-7% -$3.75M 3.33% 7
2025
Q4 		$51.2M Buy
1,346,524
+123,991
+10% +$4.7M 3.3% 5
2025
Q3 		$46.2M Buy
1,222,533
+143,228
+13% +$5.25M 3.05% 7
2025
Q2 		$38.4M Buy
1,079,305
+93,665
+10% +$3.13M 2.78% 10
2025
Q1 		$32.7M Buy
985,640
+143,046
+17% +$4.91M 2.52% 12
2024
Q4 		$28.5M Buy
842,594
+350,604
+71% +$12.1M 2.24% 13
2024
Q3 		$16.8M Buy
491,990
+102,407
+26% +$3.35M 1.3% 24
2024
Q2 		$12.5M Buy
389,583
+68,313
+21% +$2.12M 1.03% 29
2024
Q1 		$10.2M Buy
321,270
+64,044
+25% +$1.92M 0.83% 30
2023
Q4 		$7.36M Buy
257,226
+55,437
+27% +$1.48M 0.64% 38
2023
Q3 		$5.18M Buy
201,789
+100,946
+100% +$2.7M 0.49% 46
2023
Q2 		$2.68M Buy
100,843
+89,397
+781% +$2.26M 0.25% 70
2023
Q1 		$288K Buy
+11,446
New +$283K 0.03% 145

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Phillips Financial Management's DUHP Position: Q2 2026 in Review

Phillips Financial Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 6.6% in Q2 2026, selling an estimated $3.28M and leaving 1,166,460 shares worth $48.7M. The position accounts for 3.57% of the portfolio, ranked #7.

Phillips Financial Management first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. The position peaked at $51.2M in Q4 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Phillips Financial Management held 1,166,460 shares of Dimensional US High Profitability ETF worth $48.7M as of Q2 2026.
  • Phillips Financial Management sold 82,246 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $3.28M.
  • Dimensional US High Profitability ETF made up 3.57% of Phillips Financial Management's portfolio in Q2 2026, its #7 holding.
  • Phillips Financial Management first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 14 quarters since.
  • Phillips Financial Management's Dimensional US High Profitability ETF position peaked at $51.2M in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.