PWMAG
DUHP icon

Pinnacle Wealth Management Advisory Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Pinnacle Wealth Management 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
2026
Q1 		$14.5M Sell
395,577
-1,914
-0.5% -$73.4K 0.99% 27
2025
Q4 		$15.1M Buy
397,491
+733
+0.2% +$27.8K 1.04% 25
2025
Q3 		$15M Buy
396,758
+1,442
+0.4% +$52.9K 1.12% 25
2025
Q2 		$14.1M Buy
395,316
+30,721
+8% +$1.03M 1.17% 23
2025
Q1 		$12.1M Sell
364,595
-8,190
-2% -$281K 1.13% 23
2024
Q4 		$12.6M Hold
372,785
– – 1.18% 22
2024
Q3 		$12.7M Sell
372,785
-1,126
-0.3% -$36.9K 1.21% 21
2024
Q2 		$12M Sell
373,911
-10,285
-3% -$320K 1.23% 21
2024
Q1 		$12.1M Sell
384,196
-2,366
-0.6% -$70.9K 1.3% 19
2023
Q4 		$11.1M Buy
386,562
+3,068
+0.8% +$82.1K 1.3% 18
2023
Q3 		$9.85M Buy
383,494
+10,229
+3% +$273K 1.28% 19
2023
Q2 		$9.91M Buy
373,265
+42,700
+13% +$1.08M 1.23% 19
2023
Q1 		$8.31M Buy
+330,565
New +$8.18M 1.12% 20

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return