Physician Wealth Solutions’s Dimensional US High Profitability ETF DUHP Stock Holding History

Physician Wealth Solutions’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	$260K	Hold	6,238	–	–	0.1%	44
2026 Q1	$229K	Hold	6,238	–	–	0.09%	45
2025 Q4	$237K	Hold	6,238	–	–	0.1%	44
2025 Q3	$236K	Hold	6,238	–	–	0.1%	45
2025 Q2	$222K	Sell	6,238 -1,120	-15%	-$37.4K	0.1%	45
2025 Q1	$244K	Hold	7,358	–	–	0.12%	39
2024 Q4	$249K	Hold	7,358	–	–	0.12%	40
2024 Q3	$251K	Hold	7,358	–	–	0.13%	38
2024 Q2	$235K	Buy	+7,358	New	+$229K	0.17%	39

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Physician Wealth Solutions's DUHP Position: Q2 2026 in Review

Physician Wealth Solutions held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 6,238 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #44.

Physician Wealth Solutions first reported a position in DUHP in Q2 2024 and has held it in 9 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Physician Wealth Solutions held 6,238 shares of Dimensional US High Profitability ETF worth $260K as of Q2 2026.
Physician Wealth Solutions left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
Dimensional US High Profitability ETF made up 0.1% of Physician Wealth Solutions's portfolio in Q2 2026, its #44 holding.
Physician Wealth Solutions first reported a position in Dimensional US High Profitability ETF in Q2 2024 and has held it in 9 quarters since.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.