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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
Q2 		$16.7M Buy
399,989
+4,412
+1% +$176K 0.99% 27
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 $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

Pinnacle Wealth Management Advisory Group's DUHP Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Dimensional US High Profitability ETF (DUHP) stake by 1.1% in Q2 2026, buying an estimated $176K and bringing the position to 399,989 shares worth $16.7M. The position accounts for 0.99% of the portfolio, ranked #27.

Pinnacle Wealth Management Advisory Group first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 399,989 shares of Dimensional US High Profitability ETF worth $16.7M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 4,412 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $176K.
  • Dimensional US High Profitability ETF made up 0.99% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #27 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 14 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.